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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$57.1K 0.02%
+1,000
277
$56.8K 0.02%
1,277
-761
278
$55.6K 0.02%
+1,000
279
$53.9K 0.02%
1,785
-172
280
$53K 0.02%
1,652
281
$52.6K 0.02%
+3,000
282
$52.4K 0.02%
1,127
-314
283
$52.2K 0.02%
500
-300
284
$52.2K 0.02%
1,000
285
$52K 0.02%
625
+500
286
$51K 0.02%
1,803
+1
287
$50.6K 0.02%
4,973
-2,970
288
$50.2K 0.02%
1,226
+900
289
$49.9K 0.02%
1,250
290
$49.5K 0.02%
500
291
$49.4K 0.02%
2,400
+2,000
292
$49.1K 0.02%
3,110
293
$49.1K 0.02%
+1,250
294
$48.6K 0.02%
305
+150
295
$48.1K 0.02%
1,008
296
$47.7K 0.02%
+1,350
297
$47.7K 0.02%
2,115
298
$47.1K 0.02%
1,172
-375
299
$46.8K 0.02%
820
300
$46.1K 0.02%
885
10 11
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