WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.15M
3
+$2.54M
4
GLD icon
SPDR Gold Trust
GLD
+$1.91M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.4M

Top Sells

1
+$11.2M
2
+$10.1M
3
+$3.27M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.12M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 38.77%
2 Industrials 8.71%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$20.3K 0.01%
176
-26
352
$20.2K 0.01%
333
+133
353
$20.1K 0.01%
406
-2,194
354
$19.9K 0.01%
+728
355
$19.7K 0.01%
500
356
$19.7K 0.01%
+318
357
$19.6K 0.01%
496
-93
358
$19.4K 0.01%
165
359
$19.3K 0.01%
+575
360
$19.2K 0.01%
+250
361
$19K 0.01%
+129
362
$18.9K 0.01%
151
363
$18.8K 0.01%
118
364
$18.7K 0.01%
300
365
$18.6K 0.01%
800
366
$18.5K 0.01%
300
-800
367
$18.3K 0.01%
450
368
$18.3K 0.01%
220
+9
369
$18.2K 0.01%
219
-1
370
$18.1K 0.01%
410
+300
371
$18K 0.01%
924
-1,703
372
$17.9K 0.01%
400
+200
373
$17.8K 0.01%
119
-3
374
$17.8K 0.01%
119
+3
375
$17.6K 0.01%
25
13 14
15
16 17