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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$71.6K 0.02%
909
277
$71.4K 0.02%
737
278
$70.8K 0.02%
500
279
$70.8K 0.02%
504
280
$70.5K 0.02%
319
281
$70.1K 0.02%
1,811
282
$70K 0.02%
1,838
283
$69.7K 0.02%
2,288
284
$68.4K 0.02%
4,700
285
$67.6K 0.02%
1,500
286
$66.4K 0.02%
1,200
287
$66.3K 0.02%
375
288
$62.7K 0.02%
476
+200
289
$62K 0.02%
252
290
$61.8K 0.02%
436
+4
291
$61.5K 0.02%
238
292
$60.7K 0.02%
400
293
$59.5K 0.02%
1,174
294
$59.2K 0.02%
671
295
$56.1K 0.02%
5,500
296
$55.7K 0.02%
5,353
297
$55.5K 0.02%
998
298
$55.5K 0.02%
203
299
$54.9K 0.02%
1,446
300
$54.5K 0.02%
1,320
-52
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