WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.15M
3
+$2.54M
4
GLD icon
SPDR Gold Trust
GLD
+$1.91M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.4M

Top Sells

1
+$11.2M
2
+$10.1M
3
+$3.27M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.12M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 38.77%
2 Industrials 8.71%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$25.5K 0.01%
1,422
-1,040
327
$25.2K 0.01%
+400
328
$24.6K 0.01%
500
329
$24.6K 0.01%
852
+202
330
$24.3K 0.01%
+1,165
331
$24.1K 0.01%
759
332
$24.1K 0.01%
1,675
+173
333
$23.9K 0.01%
+3,500
334
$23.7K 0.01%
+150
335
$23.6K 0.01%
343
336
$22.8K 0.01%
+600
337
$22.6K 0.01%
384
-1
338
$22.5K 0.01%
+600
339
$22.3K 0.01%
572
+400
340
$22.1K 0.01%
659
341
$22.1K 0.01%
187
342
$22.1K 0.01%
267
+22
343
$21.8K 0.01%
242
-1
344
$21.5K 0.01%
370
345
$21.4K 0.01%
+256
346
$21.4K 0.01%
623
347
$21.2K 0.01%
1,233
+475
348
$21.2K 0.01%
866
+442
349
$21.1K 0.01%
465
+100
350
$20.6K 0.01%
400
12 13
14
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