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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$17.6K 0.01%
25
377
$17.5K 0.01%
332
-7
378
$17.4K 0.01%
133
+33
379
$17.3K 0.01%
675
380
$17.3K 0.01%
+600
381
$17.3K 0.01%
708
-11
382
$17K 0.01%
258
+56
383
$17K 0.01%
97
+14
384
$16.9K 0.01%
+2,500
385
$16.9K 0.01%
220
386
$16.8K 0.01%
216
-2
387
$16.7K 0.01%
570
388
$16.7K 0.01%
414
-1
389
$16.5K 0.01%
83
390
$16.4K 0.01%
230
-94
391
$16.3K 0.01%
118
-1
392
$16.1K 0.01%
+600
393
$16K 0.01%
+392
394
$15.9K 0.01%
500
395
$15.9K 0.01%
+203
396
$15.7K 0.01%
120
397
$15.7K 0.01%
465
+200
398
$15.7K 0.01%
+300
399
$15.7K 0.01%
150
-888
400
$15.6K 0.01%
638
-109
14 15
16
17 18