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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$101K 0.03%
430
252
$101K 0.03%
1,337
253
$98.3K 0.03%
1,200
254
$95K 0.03%
850
255
$93.6K 0.03%
1,800
+1,600
256
$93.5K 0.03%
406
257
$93K 0.03%
539
+1
258
$92.3K 0.03%
3,350
259
$92K 0.03%
2,760
260
$91.6K 0.03%
4,500
261
$91.5K 0.03%
815
262
$88.4K 0.03%
3,975
-500
263
$87.4K 0.03%
1,000
264
$87K 0.03%
200
265
$86.6K 0.02%
2,793
266
$86.5K 0.02%
2,950
267
$84.9K 0.02%
1,131
+450
268
$83.1K 0.02%
1,200
269
$80.9K 0.02%
250
270
$78.4K 0.02%
773
271
$75.2K 0.02%
245
272
$74.5K 0.02%
1,444
273
$73.1K 0.02%
500
274
$72.5K 0.02%
535
275
$72.2K 0.02%
3,000
9 10
11
12 13