WIM

Westside Investment Management Portfolio holdings

AUM $626M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$53.1K 0.03%
+1,131
252
$53K 0.03%
3,375
-750
253
$52.8K 0.03%
1,008
-146
254
$52.8K 0.03%
500
255
$52.8K 0.03%
1,054
+402
256
$51.7K 0.02%
1,053
+1,000
257
$51.5K 0.02%
865
+600
258
$50.9K 0.02%
1,110
259
$50.9K 0.02%
390
+150
260
$50.8K 0.02%
1,000
-204
261
$50.1K 0.02%
+776
262
$49.2K 0.02%
885
+100
263
$48.7K 0.02%
+350
264
$48.4K 0.02%
+901
265
$47K 0.02%
1,762
+604
266
$46.3K 0.02%
215
267
$45.9K 0.02%
718
+125
268
$45.6K 0.02%
+1,300
269
$45.4K 0.02%
1,400
-1,379
270
$44.6K 0.02%
420
+60
271
$44.3K 0.02%
839
-59
272
$44.2K 0.02%
400
+347
273
$43.7K 0.02%
994
274
$43K 0.02%
832
+102
275
$42.3K 0.02%
+1,255
9 10
11
12 13