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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$20.6K 0.01%
400
352
$20.3K 0.01%
176
-26
353
$20.2K 0.01%
333
+133
354
$20.1K 0.01%
406
-2,194
355
$19.9K 0.01%
+728
356
$19.7K 0.01%
500
357
$19.7K 0.01%
+318
358
$19.6K 0.01%
496
-93
359
$19.4K 0.01%
165
360
$19.3K 0.01%
+575
361
$19.2K 0.01%
+250
362
$19K 0.01%
+129
363
$18.9K 0.01%
151
364
$18.8K 0.01%
118
365
$18.7K 0.01%
300
366
$18.6K 0.01%
800
367
$18.5K 0.01%
300
-800
368
$18.3K 0.01%
450
369
$18.3K 0.01%
220
+9
370
$18.2K 0.01%
219
-1
371
$18.1K 0.01%
410
+300
372
$18K 0.01%
924
-1,703
373
$17.9K 0.01%
400
+200
374
$17.8K 0.01%
119
-3
375
$17.8K 0.01%
119
+3
13 14
15
16 17