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
$313M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$4.21M
3
+$1.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.89M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.64M

Top Sells

1
+$8.56M
2
+$2.86M
3
+$2.35M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M

Sector Composition

1 Technology 40.77%
2 Industrials 7.78%
3 Healthcare 7.3%
4 Consumer Discretionary 3.7%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$39.3K 0.01%
235
277
$38.8K 0.01%
700
-1,200
278
$38.4K 0.01%
740
279
$37.6K 0.01%
825
280
$36.7K 0.01%
977
+177
281
$36.3K 0.01%
421
-62
282
$35.4K 0.01%
252
283
$34.9K 0.01%
201
284
$34.6K 0.01%
73
-9
285
$34.1K 0.01%
600
286
$34.1K 0.01%
796
+600
287
$33.7K 0.01%
600
288
$33.6K 0.01%
100
-280
289
$33.4K 0.01%
65
290
$32.9K 0.01%
600
291
$32K 0.01%
881
292
$31.9K 0.01%
1,000
293
$31.4K 0.01%
1,514
294
$31.1K 0.01%
217
295
$30.7K 0.01%
286
296
$30.5K 0.01%
1,180
+600
297
$30.4K 0.01%
390
298
$30.1K 0.01%
256
299
$30K 0.01%
168
300
$29.4K 0.01%
4,490
-11,000
10 11
12
13 14