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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$30K 0.01%
480
-11
302
$29.8K 0.01%
+718
303
$29.7K 0.01%
78
304
$29.5K 0.01%
2,060
+160
305
$29.1K 0.01%
879
+28
306
$29K 0.01%
61,050
+23,125
307
$28.8K 0.01%
1,023
+282
308
$28.7K 0.01%
556
309
$28.4K 0.01%
570
+1
310
$28.3K 0.01%
+2,000
311
$27.9K 0.01%
+674
312
$27.8K 0.01%
+1,703
313
$27.5K 0.01%
23
+7
314
$27.5K 0.01%
771
+212
315
$27.1K 0.01%
637
-7
316
$27.1K 0.01%
+1,500
317
$26.9K 0.01%
1,604
+150
318
$26.9K 0.01%
+200
319
$26.5K 0.01%
338
-16
320
$26.3K 0.01%
200
321
$26.2K 0.01%
403
+3
322
$26.1K 0.01%
180
+107
323
$26K 0.01%
1,150
+700
324
$25.9K 0.01%
514
+80
325
$25.7K 0.01%
350
-59
11 12
13
14 15