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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
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