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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$39.8K 0.02%
+288
277
$38.4K 0.02%
360
278
$38.1K 0.02%
1,445
+250
279
$37.5K 0.02%
1,450
280
$37.5K 0.02%
1,547
+1,400
281
$37.2K 0.02%
1,200
282
$36.4K 0.02%
1,107
283
$36.3K 0.02%
+1,000
284
$35.8K 0.02%
681
+100
285
$35.1K 0.02%
296
286
$34.9K 0.02%
400
287
$34.8K 0.02%
825
288
$33.6K 0.02%
400
-100
289
$33.4K 0.02%
285
+50
290
$32.8K 0.02%
600
291
$31.8K 0.02%
+1,500
292
$31.7K 0.02%
+2,292
293
$31.7K 0.02%
1,400
+300
294
$31.6K 0.02%
673
295
$31.1K 0.01%
1,000
296
$30.9K 0.01%
236
-1
297
$30.6K 0.01%
514
298
$30.4K 0.01%
2,380
-210
299
$30.4K 0.01%
814
300
$30.3K 0.01%
900
10 11
12
13 14