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
$313M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$4.21M
3
+$1.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.89M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.64M

Top Sells

1
+$8.56M
2
+$2.86M
3
+$2.35M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M

Sector Composition

1 Technology 40.77%
2 Industrials 7.78%
3 Healthcare 7.3%
4 Consumer Discretionary 3.7%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$23.8K 0.01%
718
327
$23.8K 0.01%
1,685
-27
328
$23.6K 0.01%
600
+330
329
$23.4K 0.01%
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330
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347
-77
331
$23.2K 0.01%
728
332
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600
333
$22.9K 0.01%
210
334
$22.8K 0.01%
518
-1
335
$22.7K 0.01%
222
-70
336
$22.6K 0.01%
152
-58
337
$22.5K 0.01%
228
338
$22.3K 0.01%
201
+20
339
$22.1K 0.01%
960
340
$22K 0.01%
620
341
$22K 0.01%
358
+108
342
$21.8K 0.01%
296
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$21.6K 0.01%
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$21.3K 0.01%
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345
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346
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77
347
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314
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348
$21K 0.01%
500
349
$21K 0.01%
101
350
$20.9K 0.01%
465
12 13
14
15 16