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
$45.6M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$129K
3
+$126K
4
DASH icon
DoorDash
DASH
+$115K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$111K

Top Sells

1
+$1.63M
2
+$957K
3
+$338K
4
AAPL icon
Apple
AAPL
+$247K
5
ABBV icon
AbbVie
ABBV
+$51K

Sector Composition

1 Technology 23.02%
2 Industrials 9.32%
3 Communication Services 7.5%
4 Consumer Discretionary 7.49%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$314 ﹤0.01%
3,350
252
$298 ﹤0.01%
3,000
253
$293 ﹤0.01%
9,750
-2,200
254
$291 ﹤0.01%
1,848
+1,057
255
$284 ﹤0.01%
1,750
256
$269 ﹤0.01%
2,631
+635
257
$244 ﹤0.01%
+8
258
$243 ﹤0.01%
6,200
259
$239 ﹤0.01%
576
+1
260
$237 ﹤0.01%
2,000
261
$229 ﹤0.01%
3,839
262
$228 ﹤0.01%
4,671
263
$222 ﹤0.01%
26,390
+18,590
264
$217 ﹤0.01%
3,463
265
$214 ﹤0.01%
3,312
266
$212 ﹤0.01%
2,891
+375
267
$209 ﹤0.01%
503
268
$206 ﹤0.01%
2,788
269
$194 ﹤0.01%
959
+1
270
$192 ﹤0.01%
3,000
271
$182 ﹤0.01%
2,510
+2,353
272
$175 ﹤0.01%
5
-234
273
$175 ﹤0.01%
7,218
274
$174 ﹤0.01%
4,756
275
$174 ﹤0.01%
2,000
9 10
11
12 13