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
$470M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.02M
3
+$811K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$609K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$534K

Top Sells

1
+$1.98M
2
+$468K
3
+$454K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$407K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$303K

Sector Composition

1 Technology 17.47%
2 Healthcare 8.78%
3 Industrials 6.74%
4 Communication Services 5.06%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$53.7K 0.01%
219
352
$53.5K 0.01%
1,000
353
$52.6K 0.01%
50
354
$51.9K 0.01%
625
355
$51K 0.01%
245
-24
356
$50.6K 0.01%
803
-106
357
$50.3K 0.01%
857
358
$50.2K 0.01%
431
359
$49.5K 0.01%
1,140
-160
360
$49.5K 0.01%
574
361
$49.1K 0.01%
139
362
$48.8K 0.01%
243
363
$48.4K 0.01%
516
+125
364
$47.4K 0.01%
460
365
$46.8K 0.01%
179
366
$46.8K 0.01%
1,200
367
$46K 0.01%
540
368
$46K 0.01%
480
369
$45.7K 0.01%
500
370
$45.6K 0.01%
300
371
$44.8K 0.01%
834
372
$44.2K 0.01%
+805
373
$44K 0.01%
3,500
374
$43.1K 0.01%
1,251
+16
375
$42.8K 0.01%
520
13 14
15
16 17