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
$44.2M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$150K
2
+$133K
3
+$103K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$96.4K
5
ARKK icon
ARK Innovation ETF
ARKK
+$78.5K

Top Sells

1
+$831K
2
+$99K
3
+$80.6K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$72K
5
AMZN icon
Amazon
AMZN
+$64.9K

Sector Composition

1 Technology 23.48%
2 Industrials 9.51%
3 Communication Services 7.79%
4 Consumer Discretionary 7.69%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$54 ﹤0.01%
1,005
+250
352
$54 ﹤0.01%
639
353
$53 ﹤0.01%
662
354
$51 ﹤0.01%
1,811
355
$50 ﹤0.01%
1,070
356
$48 ﹤0.01%
3,500
357
$46 ﹤0.01%
697
-100
358
$46 ﹤0.01%
2,825
359
$46 ﹤0.01%
219
360
$46 ﹤0.01%
929
361
$44 ﹤0.01%
800
362
$44 ﹤0.01%
246
-5
363
$44 ﹤0.01%
418
+3
364
$42 ﹤0.01%
+3,234
365
$42 ﹤0.01%
252
366
$42 ﹤0.01%
520
367
$41 ﹤0.01%
400
368
$41 ﹤0.01%
300
369
$41 ﹤0.01%
637
370
$41 ﹤0.01%
306
371
$40 ﹤0.01%
1,284
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372
$40 ﹤0.01%
196
373
$40 ﹤0.01%
772
374
$40 ﹤0.01%
203
375
$40 ﹤0.01%
266
13 14
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