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
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$699K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$83.2K 0.02%
2,205
+232
302
$82K 0.02%
1,160
-150
303
$81.1K 0.02%
2,625
+2,225
304
$80.9K 0.02%
1,174
305
$79.8K 0.02%
400
306
$79.4K 0.02%
800
307
$78.9K 0.02%
1,800
308
$77.5K 0.02%
1,327
-100
309
$76.8K 0.02%
5,000
310
$76.8K 0.02%
1,555
311
$76.3K 0.02%
+2,950
312
$76.3K 0.02%
737
313
$76.2K 0.02%
360
-15
314
$75.6K 0.02%
203
315
$75K 0.02%
3,000
316
$75K 0.02%
371
+25
317
$74K 0.02%
662
318
$73.1K 0.02%
630
+13
319
$73.1K 0.02%
331
320
$71.7K 0.02%
400
321
$71.5K 0.02%
+4,000
322
$69.9K 0.01%
50
323
$68.2K 0.01%
1,838
324
$66.9K 0.01%
1,123
325
$65.5K 0.01%
3,308
11 12
13
14 15