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
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$699K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$64.9K 0.01%
243
327
$64.7K 0.01%
344
328
$64.4K 0.01%
+1,410
329
$63.1K 0.01%
625
330
$62.6K 0.01%
265
331
$61.4K 0.01%
1,195
+795
332
$61.4K 0.01%
425
333
$61.4K 0.01%
241
334
$61.4K 0.01%
225
+27
335
$61.2K 0.01%
1,811
-167
336
$61.1K 0.01%
1,351
-40
337
$61K 0.01%
3,000
338
$60.5K 0.01%
1,113
+50
339
$60.2K 0.01%
1,958
-1,730
340
$59.6K 0.01%
1,296
341
$59.4K 0.01%
206
342
$58.3K 0.01%
500
343
$57.4K 0.01%
300
344
$56.9K 0.01%
460
345
$56.5K 0.01%
1,300
346
$55.7K 0.01%
500
347
$54.7K 0.01%
4,700
348
$54.5K 0.01%
2,625
349
$54.1K 0.01%
857
350
$53.3K 0.01%
1,044
-59
12 13
14
15 16