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
$313M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$4.21M
3
+$1.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.89M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.64M

Top Sells

1
+$8.56M
2
+$2.86M
3
+$2.35M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M

Sector Composition

1 Technology 40.77%
2 Industrials 7.78%
3 Healthcare 7.3%
4 Consumer Discretionary 3.7%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$20.8K 0.01%
294
352
$20.5K 0.01%
181
353
$20.4K 0.01%
361
354
$20.3K 0.01%
748
-39
355
$19.9K 0.01%
244
356
$19.6K 0.01%
61
357
$19.5K 0.01%
108
-114
358
$19.4K 0.01%
+150
359
$19.4K 0.01%
1,087
+193
360
$19.2K 0.01%
130
+100
361
$19.2K 0.01%
787
-63
362
$19.1K 0.01%
598
+100
363
$19.1K 0.01%
500
364
$19.1K 0.01%
500
365
$18.9K 0.01%
173
366
$18.8K 0.01%
300
367
$18.8K 0.01%
73
368
$18.7K 0.01%
267
369
$18.6K 0.01%
398
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370
$18.5K 0.01%
300
371
$18.4K 0.01%
230
372
$18.3K 0.01%
82
373
$18.2K 0.01%
1,200
374
$18.1K 0.01%
255
+96
375
$18.1K 0.01%
365
13 14
15
16 17