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
$470M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.02M
3
+$811K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$609K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$534K

Top Sells

1
+$1.98M
2
+$468K
3
+$454K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$407K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$303K

Sector Composition

1 Technology 17.47%
2 Healthcare 8.78%
3 Industrials 6.74%
4 Communication Services 5.06%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$114K 0.02%
+1,600
277
$113K 0.02%
2,760
278
$112K 0.02%
30,650
+19,150
279
$111K 0.02%
205
280
$110K 0.02%
35,000
+21,100
281
$108K 0.02%
3,000
282
$108K 0.02%
2,865
-128
283
$107K 0.02%
2,368
+80
284
$104K 0.02%
400
285
$104K 0.02%
4,500
286
$102K 0.02%
773
-20
287
$102K 0.02%
1,303
288
$95.7K 0.02%
317
-17
289
$93.6K 0.02%
442
+1
290
$92.3K 0.02%
362
+70
291
$92.1K 0.02%
1,310
+100
292
$91.7K 0.02%
679
+104
293
$90.9K 0.02%
270
294
$90.9K 0.02%
1,600
+800
295
$90.5K 0.02%
717
296
$88.9K 0.02%
1,426
297
$88.4K 0.02%
400
298
$85.3K 0.02%
476
299
$84K 0.02%
1,281
-100
300
$83.9K 0.02%
600
10 11
12
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