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
$470M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.02M
3
+$811K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$609K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$534K

Top Sells

1
+$1.98M
2
+$468K
3
+$454K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$407K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$303K

Sector Composition

1 Technology 17.47%
2 Healthcare 8.78%
3 Industrials 6.74%
4 Communication Services 5.06%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$42.1K 0.01%
130
377
$42.1K 0.01%
230
378
$41.9K 0.01%
1,300
379
$41.8K 0.01%
1,164
380
$41.6K 0.01%
300
381
$41.4K 0.01%
+210
382
$41.1K 0.01%
+554
383
$40.6K 0.01%
800
-40
384
$40.5K 0.01%
300
385
$40.5K 0.01%
600
386
$40.1K 0.01%
167
387
$39.6K 0.01%
2,000
388
$39.5K 0.01%
660
389
$39K 0.01%
375
390
$38.8K 0.01%
845
391
$38.3K 0.01%
589
-52
392
$37.9K 0.01%
1,800
393
$37.8K 0.01%
12
394
$37.7K 0.01%
143
395
$37.5K 0.01%
2,994
-33
396
$36.6K 0.01%
20,350
397
$36.5K 0.01%
562
398
$36.4K 0.01%
1,227
399
$35.8K 0.01%
400
400
$35.6K 0.01%
562
14 15
16
17 18