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
$313M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$14.2M
3
+$7.76M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$4.01M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.31M

Top Sells

1
+$8.56M
2
+$2.91M
3
+$1.94M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.6M

Sector Composition

1 Technology 40.36%
2 Industrials 8.19%
3 Healthcare 7.3%
4 Consumer Discretionary 3.7%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$18K 0.01%
333
377
$17.9K 0.01%
194
378
$17.8K 0.01%
470
+270
379
$17.8K 0.01%
354
+1
380
$17.6K 0.01%
418
381
$17.5K 0.01%
+95
382
$17.5K 0.01%
+400
383
$17.2K 0.01%
3,980
384
$17.2K 0.01%
448
-175
385
$17.2K 0.01%
55
386
$17.1K 0.01%
+295
387
$17K 0.01%
300
388
$16.9K 0.01%
100
389
$16.9K 0.01%
390
390
$16.9K 0.01%
842
-76
391
$16.3K 0.01%
326
392
$16.3K 0.01%
378
-120
393
$16.2K 0.01%
300
394
$16.1K 0.01%
450
395
$16.1K 0.01%
574
396
$16.1K 0.01%
583
+289
397
$15.9K 0.01%
125
398
$15.9K 0.01%
135
+98
399
$15.7K 0.01%
116
+26
400
$15.7K 0.01%
189
-35
14 15
16
17 18