WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.15M
3
+$2.54M
4
GLD icon
SPDR Gold Trust
GLD
+$1.91M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.4M

Top Sells

1
+$11.2M
2
+$10.1M
3
+$3.27M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.12M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 38.77%
2 Industrials 8.71%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$17.5K 0.01%
332
-7
377
$17.4K 0.01%
133
+33
378
$17.3K 0.01%
675
379
$17.3K 0.01%
+600
380
$17.3K 0.01%
708
-11
381
$17K 0.01%
258
+56
382
$17K 0.01%
97
+14
383
$16.9K 0.01%
+2,500
384
$16.9K 0.01%
220
385
$16.8K 0.01%
216
-2
386
$16.7K 0.01%
570
387
$16.7K 0.01%
414
-1
388
$16.5K 0.01%
83
389
$16.4K 0.01%
230
-94
390
$16.3K 0.01%
118
-1
391
$16.1K 0.01%
+600
392
$16K 0.01%
+392
393
$15.9K 0.01%
500
394
$15.9K 0.01%
+203
395
$15.7K 0.01%
120
396
$15.7K 0.01%
465
+200
397
$15.7K 0.01%
150
-888
398
$15.7K 0.01%
+300
399
$15.6K 0.01%
638
-109
400
$15.6K 0.01%
+150
14 15
16
17 18