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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$8.55M
3
+$3.62M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.34M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.66M

Top Sells

1
+$31.7M
2
+$13M
3
+$7.29M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.9M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.15M

Sector Composition

1 Technology 36.24%
2 Industrials 7.79%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$20K 0.01%
570
+100
377
$19.9K 0.01%
600
378
$19.7K 0.01%
728
379
$19K 0.01%
1,000
380
$19K 0.01%
+5,680
381
$18.9K 0.01%
500
382
$18.9K 0.01%
210
383
$18.5K 0.01%
585
-595
384
$18.1K 0.01%
557
385
$18.1K 0.01%
+276
386
$17.8K 0.01%
333
387
$17.7K 0.01%
300
388
$17.4K 0.01%
130
389
$17.2K 0.01%
+300
390
$17.2K 0.01%
1,502
391
$17K 0.01%
465
-155
392
$16.6K 0.01%
194
393
$16.5K 0.01%
+220
394
$16.4K 0.01%
268
395
$16.2K 0.01%
500
396
$16.1K 0.01%
41
-32
397
$16K 0.01%
100
398
$16K 0.01%
500
+250
399
$16K 0.01%
73
400
$15.8K 0.01%
+38
14 15
16
17 18