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
$44.2M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$150K
2
+$133K
3
+$103K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$96.4K
5
ARKK icon
ARK Innovation ETF
ARKK
+$78.5K

Top Sells

1
+$831K
2
+$99K
3
+$80.6K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$72K
5
AMZN icon
Amazon
AMZN
+$64.9K

Sector Composition

1 Technology 23.48%
2 Industrials 9.51%
3 Communication Services 7.79%
4 Consumer Discretionary 7.69%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$73 ﹤0.01%
1,500
327
$72 ﹤0.01%
2,288
328
$72 ﹤0.01%
1,838
329
$71 ﹤0.01%
361
-26
330
$69 ﹤0.01%
575
331
$69 ﹤0.01%
1,875
332
$66 ﹤0.01%
1,200
333
$66 ﹤0.01%
1,777
-370
334
$64 ﹤0.01%
5,353
335
$64 ﹤0.01%
980
336
$61 ﹤0.01%
715
337
$61 ﹤0.01%
1,398
338
$61 ﹤0.01%
290
+2
339
$61 ﹤0.01%
1,002
+105
340
$60 ﹤0.01%
955
341
$59 ﹤0.01%
100
342
$58 ﹤0.01%
785
-114
343
$58 ﹤0.01%
345
344
$57 ﹤0.01%
1,432
-345
345
$57 ﹤0.01%
1,820
-375
346
$57 ﹤0.01%
400
347
$55 ﹤0.01%
145
+117
348
$55 ﹤0.01%
1,018
+118
349
$54 ﹤0.01%
1,109
-180
350
$54 ﹤0.01%
1,185
-1,200
12 13
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