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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$26.8K 0.01%
+200
352
$26.3K 0.01%
1,530
-644
353
$26.2K 0.01%
256
354
$26.1K 0.01%
4,490
355
$26K 0.01%
265
+9
356
$25.6K 0.01%
725
357
$25.4K 0.01%
829
+170
358
$25.3K 0.01%
800
-177
359
$25.2K 0.01%
+150
360
$25K 0.01%
214
361
$24.7K 0.01%
737
362
$24.4K 0.01%
214
+2
363
$24.3K 0.01%
+400
364
$23.9K 0.01%
256
365
$22.9K 0.01%
235
366
$22.6K 0.01%
800
+100
367
$22.5K 0.01%
1,400
368
$22.3K 0.01%
950
369
$22.3K 0.01%
718
370
$22.3K 0.01%
+450
371
$22.3K 0.01%
+489
372
$21.8K 0.01%
1,910
373
$20.6K 0.01%
838
374
$20.6K 0.01%
324
375
$20.2K 0.01%
+1,165
13 14
15
16 17