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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Sells

1 +$658K
2 +$354K
3 +$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$31.6K 0.01%
610
+1
377
$31.4K 0.01%
1,000
378
$31.3K 0.01%
200
379
$31.2K 0.01%
1,050
380
$31K 0.01%
3,500
381
$30.9K 0.01%
318
382
$30.8K 0.01%
575
383
$30.7K 0.01%
2,490
-175
384
$30.5K 0.01%
12
385
$30.4K 0.01%
575
386
$30K 0.01%
600
387
$29.7K 0.01%
130
388
$29.6K 0.01%
800
389
$29.6K 0.01%
200
390
$29.2K 0.01%
509
391
$28.9K 0.01%
3,000
+250
392
$28.7K 0.01%
493
393
$28.4K 0.01%
994
394
$28.2K 0.01%
644
395
$28.2K 0.01%
492
396
$27.9K 0.01%
322
397
$27.9K 0.01%
430
398
$27.5K 0.01%
245
399
$27.5K 0.01%
700
400
$26.7K 0.01%
300