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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$54K 0.02%
265
-25
302
$53.4K 0.02%
985
-125
303
$52.3K 0.02%
2,812
+100
304
$51.8K 0.01%
113
305
$51.2K 0.01%
322
306
$51.2K 0.01%
425
307
$50.7K 0.01%
800
308
$50.5K 0.01%
2,115
+100
309
$50.4K 0.01%
2,069
-80
310
$50.1K 0.01%
+1,000
311
$49.8K 0.01%
77
-5
312
$49.3K 0.01%
750
-250
313
$48.3K 0.01%
346
314
$48.2K 0.01%
929
315
$48.1K 0.01%
2,825
316
$48K 0.01%
+360
317
$47.5K 0.01%
291
318
$46.6K 0.01%
1,052
319
$46.5K 0.01%
1,434
-786
320
$46.1K 0.01%
1,702
-800
321
$46K 0.01%
1,075
322
$45.7K 0.01%
1,200
323
$45.2K 0.01%
+135
324
$45.2K 0.01%
637
325
$45.1K 0.01%
300
11 12
13
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