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
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$699K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$42.6K 0.01%
834
377
$42.2K 0.01%
554
378
$42K 0.01%
3,550
+250
379
$41.4K 0.01%
1,164
380
$41.3K 0.01%
+27,000
381
$41.1K 0.01%
1,469
+1,430
382
$41K 0.01%
2,895
383
$40.6K 0.01%
700
384
$40.4K 0.01%
230
385
$40.3K 0.01%
110
+27
386
$40.3K 0.01%
300
387
$40.2K 0.01%
152
388
$40.2K 0.01%
+73
389
$39.9K 0.01%
172
-74
390
$39.8K 0.01%
+900
391
$39.7K 0.01%
767
-18
392
$39.1K 0.01%
650
+320
393
$39K 0.01%
640
+50
394
$39K 0.01%
1,300
395
$38.9K 0.01%
1,834
396
$38.3K 0.01%
2,000
397
$38.1K 0.01%
167
398
$37.6K 0.01%
848
399
$37.3K 0.01%
1,867
400
$37.3K 0.01%
638
14 15
16
17 18