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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$44.8K 0.01%
520
327
$44.6K 0.01%
500
328
$43.7K 0.01%
550
-1,200
329
$43.4K 0.01%
537
-125
330
$43.4K 0.01%
439
331
$42.8K 0.01%
+800
332
$42.2K 0.01%
12,900
-900
333
$42.1K 0.01%
5,535
+1,000
334
$41.9K 0.01%
345
335
$41.3K 0.01%
1,941
336
$41.1K 0.01%
50
337
$40.9K 0.01%
268
338
$40.9K 0.01%
1,100
339
$40K 0.01%
2,000
340
$39.9K 0.01%
500
341
$39.9K 0.01%
1,300
342
$39.7K 0.01%
165
343
$39.6K 0.01%
351
344
$39.2K 0.01%
196
345
$38.9K 0.01%
222
346
$38.8K 0.01%
400
347
$37.9K 0.01%
1,250
348
$37.4K 0.01%
200
349
$37.3K 0.01%
175
350
$36.8K 0.01%
2,849
-278
12 13
14
15 16