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
$44.2M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$150K
2
+$133K
3
+$103K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$96.4K
5
ARKK icon
ARK Innovation ETF
ARKK
+$78.5K

Top Sells

1
+$831K
2
+$99K
3
+$80.6K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$72K
5
AMZN icon
Amazon
AMZN
+$64.9K

Sector Composition

1 Technology 23.48%
2 Industrials 9.51%
3 Communication Services 7.79%
4 Consumer Discretionary 7.69%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$39 ﹤0.01%
460
377
$39 ﹤0.01%
332
+42
378
$39 ﹤0.01%
248
+15
379
$39 ﹤0.01%
1,200
380
$38 ﹤0.01%
1,050
381
$38 ﹤0.01%
530
382
$37 ﹤0.01%
424
383
$37 ﹤0.01%
369
384
$37 ﹤0.01%
1,950
385
$37 ﹤0.01%
900
-45
386
$37 ﹤0.01%
500
-26
387
$37 ﹤0.01%
2,650
388
$37 ﹤0.01%
900
389
$36 ﹤0.01%
500
390
$36 ﹤0.01%
113
391
$35 ﹤0.01%
300
392
$35 ﹤0.01%
3,466
393
$34 ﹤0.01%
165
+27
394
$34 ﹤0.01%
492
395
$33 ﹤0.01%
300
396
$33 ﹤0.01%
1,000
+200
397
$33 ﹤0.01%
375
398
$33 ﹤0.01%
414
399
$32 ﹤0.01%
222
400
$32 ﹤0.01%
1,000
14 15
16
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