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
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$699K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$52.7K 0.01%
306
352
$52.7K 0.01%
2,248
353
$52.6K 0.01%
431
354
$52.4K 0.01%
145
355
$51.7K 0.01%
1,017
+717
356
$51.7K 0.01%
1,000
357
$51.5K 0.01%
555
+75
358
$51.1K 0.01%
540
359
$50.7K 0.01%
419
+122
360
$50.3K 0.01%
1,140
361
$49.7K 0.01%
616
+99
362
$49.2K 0.01%
219
363
$48.7K 0.01%
803
364
$48.6K 0.01%
716
-50
365
$47.8K 0.01%
400
-150
366
$47.7K 0.01%
1,869
-200
367
$47.5K 0.01%
+816
368
$46.6K 0.01%
1,200
369
$46.4K 0.01%
300
370
$45.8K 0.01%
12
371
$45.4K 0.01%
500
372
$45K 0.01%
1,475
373
$44.6K 0.01%
600
374
$44.6K 0.01%
395
+20
375
$43.4K 0.01%
139
13 14
15
16 17