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
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$699K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$137K 0.03%
250
252
$134K 0.03%
5,104
-4,095
253
$134K 0.03%
1,200
+100
254
$132K 0.03%
430
255
$132K 0.03%
3,000
256
$132K 0.03%
1,186
257
$131K 0.03%
1,884
+58
258
$129K 0.03%
3,489
-2,150
259
$127K 0.03%
2,760
260
$125K 0.03%
+2,730
261
$123K 0.03%
12,278
-300
262
$123K 0.03%
1,800
263
$120K 0.03%
2,353
264
$120K 0.03%
2,100
+300
265
$117K 0.03%
886
+203
266
$115K 0.02%
6,208
267
$114K 0.02%
3,800
268
$113K 0.02%
1,000
269
$112K 0.02%
1,560
270
$112K 0.02%
4,340
-29,660
271
$112K 0.02%
+4,439
272
$110K 0.02%
530
273
$110K 0.02%
600
274
$109K 0.02%
2,990
+125
275
$109K 0.02%
30,650
9 10
11
12 13