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
$470M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.02M
3
+$811K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$609K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$534K

Top Sells

1
+$1.98M
2
+$468K
3
+$454K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$407K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$303K

Sector Composition

1 Technology 17.47%
2 Healthcare 8.78%
3 Industrials 6.74%
4 Communication Services 5.06%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$64.9K 0.01%
198
327
$64.7K 0.01%
4,700
328
$63.4K 0.01%
50
329
$63.1K 0.01%
351
330
$62.7K 0.01%
1,296
331
$62.2K 0.01%
345
332
$61.6K 0.01%
1,955
333
$61.3K 0.01%
1,325
334
$61K 0.01%
425
335
$60.5K 0.01%
6,400
+600
336
$59.9K 0.01%
400
337
$58.8K 0.01%
300
338
$58.3K 0.01%
1,103
-154
339
$57.9K 0.01%
2,248
+1,464
340
$57.5K 0.01%
500
341
$57.3K 0.01%
762
-50
342
$56.9K 0.01%
1,811
343
$55.6K 0.01%
1,391
-250
344
$54.5K 0.01%
1,300
345
$54.5K 0.01%
306
346
$54.4K 0.01%
145
347
$54.4K 0.01%
2,625
348
$54.3K 0.01%
840
349
$54.1K 0.01%
460
350
$54.1K 0.01%
2,069
12 13
14
15 16