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
$354M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Sells

1 +$1.8M
2 +$1.72M
3 +$986K
4
GLD icon
SPDR Gold Trust
GLD
+$953K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$854K

Sector Composition

1 Technology 17.57%
2 Healthcare 8.49%
3 Industrials 6.87%
4 Communication Services 4.92%
5 Consumer Discretionary 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$38K 0.01%
800
352
$38K 0.01%
256
353
$37.8K 0.01%
972
+641
354
$37.6K 0.01%
460
355
$37.2K 0.01%
276
356
$36.6K 0.01%
638
357
$36.3K 0.01%
196
358
$36.3K 0.01%
165
359
$35.9K 0.01%
+834
360
$35.9K 0.01%
50
361
$35.8K 0.01%
575
362
$35.7K 0.01%
2,750
+250
363
$35.7K 0.01%
245
-50
364
$35.2K 0.01%
175
365
$34.9K 0.01%
300
366
$34.8K 0.01%
466
367
$34.7K 0.01%
1,300
368
$34.6K 0.01%
1,000
369
$34.5K 0.01%
300
370
$34.4K 0.01%
318
371
$34.4K 0.01%
1,000
372
$34.1K 0.01%
+750
373
$34K 0.01%
300
374
$33.9K 0.01%
350
375
$33.9K 0.01%
102