WIM
Westside Investment Management Portfolio holdings
AUM
$539M
1-Year Return
24.46%
This Quarter Return
+6.51%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$43.1M
AUM Growth
+$5.24M
(+14%)
Cap. Flow
+$201K
Cap. Flow
% of AUM
0.47%
Top 10 Holdings %
Top 10 Hldgs %
43.71%
Holding
781
New
40
Increased
150
Reduced
112
Closed
25
Top Buys
| 1 |
Alibaba
BABA
|
$85.8K |
| 2 |
First Trust Value Line Dividend Fund
FVD
|
$80.5K |
| 3 |
Vanguard Consumer Staples ETF
VDC
|
$66.2K |
| 4 |
Coinbase
COIN
|
$50.7K |
| 5 |
Pfizer
PFE
|
$38.3K |
Top Sells
| 1 |
Northrop Grumman
NOC
|
$728K |
| 2 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$253K |
| 3 |
Apple
AAPL
|
$67K |
| 4 |
Caterpillar
CAT
|
$60.4K |
| 5 |
Amazon
AMZN
|
$50.3K |
Sector Composition
| 1 | Technology | 19.66% |
| 2 | Industrials | 10.36% |
| 3 | Communication Services | 8.49% |
| 4 | Consumer Discretionary | 8.44% |
| 5 | Healthcare | 8.25% |
