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
$45.6M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$129K
3
+$126K
4
DASH icon
DoorDash
DASH
+$115K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$111K

Top Sells

1
+$1.63M
2
+$957K
3
+$338K
4
AAPL icon
Apple
AAPL
+$247K
5
ABBV icon
AbbVie
ABBV
+$51K

Sector Composition

1 Technology 23.02%
2 Industrials 9.32%
3 Communication Services 7.5%
4 Consumer Discretionary 7.49%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$78 ﹤0.01%
+5,353
327
$78 ﹤0.01%
1,875
-153
328
$78 ﹤0.01%
288
329
$78 ﹤0.01%
1,000
330
$77 ﹤0.01%
737
331
$75 ﹤0.01%
899
332
$74 ﹤0.01%
1,398
333
$72 ﹤0.01%
575
334
$70 ﹤0.01%
345
335
$70 ﹤0.01%
1,665
+125
336
$69 ﹤0.01%
715
337
$69 ﹤0.01%
100
338
$68 ﹤0.01%
955
-100
339
$66 ﹤0.01%
400
340
$66 ﹤0.01%
1,200
341
$64 ﹤0.01%
772
342
$63 ﹤0.01%
252
343
$61 ﹤0.01%
2,825
344
$60 ﹤0.01%
1,070
345
$60 ﹤0.01%
980
346
$58 ﹤0.01%
650
347
$58 ﹤0.01%
1,095
348
$56 ﹤0.01%
3,500
349
$56 ﹤0.01%
+800
350
$55 ﹤0.01%
375
12 13
14
15 16