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
$313M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1 +$15.4M
2 +$4.21M
3 +$1.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.89M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.64M

Top Sells

1 +$8.56M
2 +$2.86M
3 +$2.35M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M

Sector Composition

1 Technology 40.77%
2 Industrials 7.78%
3 Healthcare 7.3%
4 Consumer Discretionary 3.7%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$29.1K 0.01%
214
302
$28.7K 0.01%
144
303
$28.3K 0.01%
725
304
$28.1K 0.01%
256
305
$27.6K 0.01%
700
+100
306
$27.6K 0.01%
155
307
$27.4K 0.01%
1,100
+500
308
$27.3K 0.01%
500
309
$27.3K 0.01%
7
310
$26.8K 0.01%
1,910
311
$26.6K 0.01%
250
-250
312
$26.6K 0.01%
636
313
$26.2K 0.01%
260
+147
314
$25.9K 0.01%
950
315
$25.8K 0.01%
1,000
316
$25.8K 0.01%
600
+200
317
$25.6K 0.01%
1,400
318
$25.4K 0.01%
737
+19
319
$25.1K 0.01%
1,000
320
$24.9K 0.01%
324
321
$24.9K 0.01%
557
322
$24.6K 0.01%
212
-1
323
$24.5K 0.01%
464
324
$24K 0.01%
838
325
$24K 0.01%
243
+28