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
$45.6M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$129K
3
+$126K
4
DASH icon
DoorDash
DASH
+$115K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$111K

Top Sells

1
+$1.63M
2
+$957K
3
+$338K
4
AAPL icon
Apple
AAPL
+$247K
5
ABBV icon
AbbVie
ABBV
+$51K

Sector Composition

1 Technology 23.02%
2 Industrials 9.32%
3 Communication Services 7.5%
4 Consumer Discretionary 7.49%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$54 ﹤0.01%
203
352
$53 ﹤0.01%
1,811
353
$53 ﹤0.01%
219
354
$53 ﹤0.01%
251
355
$53 ﹤0.01%
929
+51
356
$52 ﹤0.01%
797
-403
357
$52 ﹤0.01%
400
358
$52 ﹤0.01%
639
359
$52 ﹤0.01%
+900
360
$51 ﹤0.01%
306
361
$49 ﹤0.01%
662
-62
362
$48 ﹤0.01%
300
363
$48 ﹤0.01%
1,050
364
$46 ﹤0.01%
196
365
$46 ﹤0.01%
290
+255
366
$45 ﹤0.01%
637
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367
$45 ﹤0.01%
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-900
368
$45 ﹤0.01%
520
369
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526
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370
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2,250
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371
$43 ﹤0.01%
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372
$43 ﹤0.01%
945
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373
$43 ﹤0.01%
755
374
$42 ﹤0.01%
424
375
$42 ﹤0.01%
233
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