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
$470M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.02M
3
+$811K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$609K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$534K

Top Sells

1
+$1.98M
2
+$468K
3
+$454K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$407K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$303K

Sector Composition

1 Technology 17.47%
2 Healthcare 8.78%
3 Industrials 6.74%
4 Communication Services 5.06%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$140K 0.03%
3,950
-2,600
252
$140K 0.03%
839
+34
253
$138K 0.03%
1,200
254
$138K 0.03%
3,697
-39
255
$136K 0.03%
1,236
-100
256
$135K 0.03%
430
257
$134K 0.03%
1,308
-29
258
$129K 0.03%
1,800
259
$126K 0.03%
1,340
-90
260
$125K 0.03%
1,000
261
$124K 0.03%
250
262
$124K 0.03%
2,500
263
$123K 0.03%
3,650
-400
264
$122K 0.03%
1,223
265
$120K 0.03%
11,587
+1,454
266
$120K 0.03%
2,353
267
$119K 0.03%
+3,688
268
$119K 0.03%
1,075
269
$119K 0.03%
+1,100
270
$116K 0.02%
289
271
$116K 0.02%
5,625
272
$115K 0.02%
3,800
+350
273
$115K 0.02%
6,208
274
$115K 0.02%
5,903
275
$114K 0.02%
836
-20
9 10
11
12 13