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
$470M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.02M
3
+$811K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$609K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$534K

Top Sells

1
+$1.98M
2
+$468K
3
+$454K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$407K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$303K

Sector Composition

1 Technology 17.47%
2 Healthcare 8.78%
3 Industrials 6.74%
4 Communication Services 5.06%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$82.4K 0.02%
650
-50
302
$81.7K 0.02%
2,458
303
$81.4K 0.02%
300
+270
304
$81.3K 0.02%
5,000
-235
305
$79.7K 0.02%
530
306
$79.2K 0.02%
1,200
307
$77.7K 0.02%
1,894
308
$77.5K 0.02%
375
+50
309
$77.4K 0.02%
671
310
$77.1K 0.02%
1,873
311
$75.2K 0.02%
3,000
312
$74.8K 0.02%
1,114
313
$74.7K 0.02%
737
314
$73.3K 0.02%
203
315
$73K 0.02%
1,123
316
$72.9K 0.02%
800
317
$72.8K 0.02%
1,174
318
$71.8K 0.02%
600
319
$70.2K 0.01%
346
320
$70.1K 0.01%
241
321
$69.9K 0.01%
1,838
322
$69.3K 0.01%
+2,121
323
$68.1K 0.01%
940
+380
324
$65.3K 0.01%
265
325
$65.3K 0.01%
344
-400
11 12
13
14 15