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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$45.7K 0.02%
2,100
-1,800
302
$45.1K 0.02%
+425
303
$45.1K 0.02%
2,650
304
$45K 0.02%
1,036
+400
305
$44.7K 0.02%
2,400
306
$44.2K 0.02%
+790
307
$43.1K 0.02%
994
308
$42.6K 0.02%
618
309
$42.5K 0.02%
8,986
+1,986
310
$42.3K 0.02%
2,750
311
$42.2K 0.02%
200
+175
312
$41.5K 0.02%
3,500
313
$41.3K 0.02%
+2,000
314
$40.1K 0.01%
639
315
$39.4K 0.01%
132
+51
316
$39.3K 0.01%
+2,000
317
$39.1K 0.01%
+463
318
$38.9K 0.01%
+800
319
$38.7K 0.01%
+1,833
320
$38.5K 0.01%
1,114
-357
321
$37.8K 0.01%
3,100
+2,900
322
$36.9K 0.01%
196
-600
323
$36.6K 0.01%
265
-133
324
$36.5K 0.01%
233
+65
325
$36K 0.01%
+1,130
11 12
13
14 15