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
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$699K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$108K 0.02%
2,368
277
$107K 0.02%
352
-10
278
$106K 0.02%
3,391
-60
279
$104K 0.02%
2,013
+13
280
$104K 0.02%
400
281
$103K 0.02%
364
+14
282
$103K 0.02%
1,303
283
$100K 0.02%
1,270
-350
284
$100K 0.02%
35,000
285
$100K 0.02%
3,253
+795
286
$99.9K 0.02%
289
287
$98.8K 0.02%
3,256
+1,301
288
$97.8K 0.02%
1,515
+1
289
$97.6K 0.02%
517
+64
290
$92.7K 0.02%
760
291
$92K 0.02%
836
292
$91.8K 0.02%
800
-26
293
$90.3K 0.02%
1,500
+660
294
$87K 0.02%
1,200
295
$85.7K 0.02%
2,110
+1,170
296
$85.6K 0.02%
10,750
+1,550
297
$85.3K 0.02%
499
+23
298
$84.5K 0.02%
4,500
299
$84K 0.02%
308
300
$83.8K 0.02%
1,350
10 11
12
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