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

Top Buys

1
+$35.4M
2
+$14.2M
3
+$7.76M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$4.01M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.31M

Top Sells

1
+$8.56M
2
+$2.91M
3
+$1.94M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.6M

Sector Composition

1 Technology 40.36%
2 Industrials 8.19%
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%
1,000
330
$23.4K 0.01%
347
-77
331
$23.2K 0.01%
728
332
$23.1K 0.01%
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
+165
343
$21.6K 0.01%
236
344
$21.3K 0.01%
1,400
345
$21.3K 0.01%
2,700
+600
346
$21.3K 0.01%
77
347
$21.1K 0.01%
314
-70
348
$21K 0.01%
500
349
$21K 0.01%
101
350
$20.9K 0.01%
465
12 13
14
15 16