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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$36.5K 0.01%
2,000
352
$35.1K 0.01%
834
353
$35K 0.01%
270
354
$34.9K 0.01%
466
355
$34.8K 0.01%
630
356
$34.5K 0.01%
936
-36
357
$34.5K 0.01%
575
358
$34.3K 0.01%
1,300
359
$34.1K 0.01%
750
360
$33.8K 0.01%
460
361
$33.8K 0.01%
638
362
$33.6K 0.01%
102
363
$33.3K 0.01%
300
364
$33.2K 0.01%
256
365
$33K 0.01%
460
-558
366
$32.9K 0.01%
505
-200
367
$32.8K 0.01%
480
368
$32.6K 0.01%
350
369
$32.5K 0.01%
219
370
$32.3K 0.01%
300
371
$32.2K 0.01%
595
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372
$32.1K 0.01%
600
373
$32.1K 0.01%
600
374
$31.9K 0.01%
950
-50
375
$31.8K 0.01%
300
13 14
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