WIM
Westside Investment Management Portfolio holdings
AUM
$539M
1-Year Return
24.46%
This Quarter Return
+3.6%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$475M
AUM Growth
+$4.88M
(+1%)
Cap. Flow
-$454K
Cap. Flow
% of AUM
-0.1%
Top 10 Holdings %
Top 10 Hldgs %
26.64%
Holding
1,051
New
60
Increased
176
Reduced
161
Closed
64
Top Buys
Top Sells
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$1.13M |
| 2 |
CTLT
CATALENT, INC.
CTLT
|
$1.12M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.04M |
| 4 |
Apple
AAPL
|
$807K |
| 5 |
CVS Health
CVS
|
$693K |
Sector Composition
| 1 | Technology | 18.13% |
| 2 | Healthcare | 8.04% |
| 3 | Industrials | 6.09% |
| 4 | Communication Services | 5.46% |
| 5 | Consumer Discretionary | 4.21% |
