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
$44.2M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$150K
2
+$133K
3
+$103K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$96.4K
5
ARKK icon
ARK Innovation ETF
ARKK
+$78.5K

Top Sells

1
+$831K
2
+$99K
3
+$80.6K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$72K
5
AMZN icon
Amazon
AMZN
+$64.9K

Sector Composition

1 Technology 23.48%
2 Industrials 9.51%
3 Communication Services 7.79%
4 Consumer Discretionary 7.69%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$92 ﹤0.01%
3,963
302
$91 ﹤0.01%
1,116
303
$90 ﹤0.01%
1,995
+900
304
$89 ﹤0.01%
1,000
305
$89 ﹤0.01%
430
306
$89 ﹤0.01%
2,362
307
$87 ﹤0.01%
2,950
-6,800
308
$86 ﹤0.01%
3,000
309
$83 ﹤0.01%
2,611
-600
310
$83 ﹤0.01%
5,035
311
$82 ﹤0.01%
1,594
312
$82 ﹤0.01%
771
313
$82 ﹤0.01%
3,147
314
$81 ﹤0.01%
+885
315
$81 ﹤0.01%
+2,042
316
$80 ﹤0.01%
2,793
317
$78 ﹤0.01%
4,700
318
$78 ﹤0.01%
906
319
$77 ﹤0.01%
1,050
320
$76 ﹤0.01%
1,174
321
$76 ﹤0.01%
5,400
322
$76 ﹤0.01%
1,000
323
$74 ﹤0.01%
250
324
$74 ﹤0.01%
737
325
$73 ﹤0.01%
406
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