WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$14.2M
3
+$7.76M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$4.01M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.31M

Top Sells

1
+$8.56M
2
+$2.91M
3
+$1.94M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.6M

Sector Composition

1 Technology 40.36%
2 Industrials 8.19%
3 Healthcare 7.3%
4 Consumer Discretionary 3.7%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$55.6K 0.02%
715
-5,135
252
$54.4K 0.02%
773
+373
253
$54.3K 0.02%
1,250
254
$52.3K 0.02%
618
255
$51.7K 0.02%
820
+150
256
$51.4K 0.02%
2,174
+5
257
$51.2K 0.02%
2,212
+650
258
$51.1K 0.02%
287
259
$50.5K 0.02%
1,008
260
$49.8K 0.02%
2,750
+500
261
$49.3K 0.02%
1,100
-21,200
262
$48.1K 0.02%
994
263
$47.6K 0.02%
769
+200
264
$46.9K 0.02%
1,050
265
$46.6K 0.01%
639
266
$45.5K 0.01%
200
+100
267
$45.4K 0.01%
1,750
+1,150
268
$44.6K 0.01%
7,000
+564
269
$44.1K 0.01%
886
-2
270
$43.1K 0.01%
2,890
+999
271
$42.8K 0.01%
1,355
+1,255
272
$42.3K 0.01%
585
-289
273
$40.2K 0.01%
636
274
$39.9K 0.01%
514
275
$39.7K 0.01%
81
+73
9 10
11
12 13