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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$70.1K 0.03%
+1,750
252
$70.1K 0.03%
+631
253
$69.9K 0.03%
3,375
254
$68.5K 0.03%
1,000
255
$67.8K 0.02%
738
256
$67.3K 0.02%
1,200
257
$66.6K 0.02%
375
-100
258
$66.4K 0.02%
+990
259
$66K 0.02%
2,500
+1,900
260
$65.3K 0.02%
607
-2,319
261
$65.3K 0.02%
6,139
-4,940
262
$65K 0.02%
282
+1
263
$64.5K 0.02%
3,808
-3,773
264
$63.3K 0.02%
2,700
-430
265
$63.1K 0.02%
800
+200
266
$62.4K 0.02%
1,579
-6,799
267
$62.3K 0.02%
1,250
+481
268
$61.3K 0.02%
1,200
-129
269
$60.9K 0.02%
3,000
+2,000
270
$60.6K 0.02%
600
271
$60.4K 0.02%
+1,960
272
$59.6K 0.02%
+430
273
$59.2K 0.02%
1,000
274
$58.1K 0.02%
673
-75
275
$57.9K 0.02%
3,300
+600
9 10
11
12 13