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
$45.6M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$129K
3
+$126K
4
DASH icon
DoorDash
DASH
+$115K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$111K

Top Sells

1
+$1.63M
2
+$957K
3
+$338K
4
AAPL icon
Apple
AAPL
+$247K
5
ABBV icon
AbbVie
ABBV
+$51K

Sector Composition

1 Technology 23.02%
2 Industrials 9.32%
3 Communication Services 7.5%
4 Consumer Discretionary 7.49%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$110 ﹤0.01%
1,000
302
$109 ﹤0.01%
3,000
303
$109 ﹤0.01%
1,370
-100
304
$107 ﹤0.01%
430
305
$105 ﹤0.01%
2,362
306
$101 ﹤0.01%
1,594
+150
307
$100 ﹤0.01%
1,000
308
$96 ﹤0.01%
2,195
309
$96 ﹤0.01%
390
310
$95 ﹤0.01%
+1,116
311
$95 ﹤0.01%
2,793
+331
312
$94 ﹤0.01%
906
313
$92 ﹤0.01%
4,700
314
$92 ﹤0.01%
387
+99
315
$89 ﹤0.01%
5,400
316
$87 ﹤0.01%
3,147
317
$87 ﹤0.01%
1,838
318
$87 ﹤0.01%
+1,050
319
$86 ﹤0.01%
771
+135
320
$85 ﹤0.01%
406
+250
321
$85 ﹤0.01%
1,500
322
$84 ﹤0.01%
2,288
323
$82 ﹤0.01%
250
324
$80 ﹤0.01%
1,777
325
$80 ﹤0.01%
1,174
+1,159
11 12
13
14 15