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
$45.6M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$129K
3
+$126K
4
DASH icon
DoorDash
DASH
+$115K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$111K

Top Sells

1
+$1.63M
2
+$957K
3
+$338K
4
AAPL icon
Apple
AAPL
+$247K
5
ABBV icon
AbbVie
ABBV
+$51K

Sector Composition

1 Technology 23.02%
2 Industrials 9.32%
3 Communication Services 7.5%
4 Consumer Discretionary 7.49%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$169 ﹤0.01%
1,381
277
$165 ﹤0.01%
+1,000
278
$153 ﹤0.01%
3,760
+1,000
279
$152 ﹤0.01%
2,656
280
$151 ﹤0.01%
40,200
281
$146 ﹤0.01%
2,502
+506
282
$144 ﹤0.01%
840
-16
283
$144 ﹤0.01%
2,704
+251
284
$144 ﹤0.01%
5,035
+1,335
285
$141 ﹤0.01%
1,200
286
$134 ﹤0.01%
1,550
287
$133 ﹤0.01%
1,337
288
$133 ﹤0.01%
3,483
+1,100
289
$132 ﹤0.01%
1,260
290
$128 ﹤0.01%
719
291
$128 ﹤0.01%
579
292
$126 ﹤0.01%
3,211
293
$121 ﹤0.01%
3,963
+359
294
$121 ﹤0.01%
897
295
$119 ﹤0.01%
370
296
$118 ﹤0.01%
2,353
297
$118 ﹤0.01%
647
298
$114 ﹤0.01%
+2,900
299
$112 ﹤0.01%
1,289
300
$112 ﹤0.01%
2,385
10 11
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