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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$35.7K 0.01%
+1,000
327
$35.4K 0.01%
600
328
$35.2K 0.01%
470
+3
329
$35.2K 0.01%
400
-100
330
$34.9K 0.01%
1,200
-1,139
331
$34.8K 0.01%
1,876
+362
332
$34.5K 0.01%
261
-204
333
$34.3K 0.01%
90
+80
334
$33.8K 0.01%
+700
335
$33.7K 0.01%
+1,010
336
$33.4K 0.01%
636
337
$33.2K 0.01%
825
338
$32.6K 0.01%
700
-51
339
$32.5K 0.01%
600
340
$31.7K 0.01%
200
341
$31.4K 0.01%
252
342
$30.9K 0.01%
+300
343
$30.7K 0.01%
514
344
$29.7K 0.01%
500
345
$29.6K 0.01%
225
-62
346
$29.5K 0.01%
2,718
-172
347
$29.4K 0.01%
+200
348
$28.9K 0.01%
1,300
+800
349
$27.9K 0.01%
1,000
350
$26.8K 0.01%
600
12 13
14
15 16