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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$15.6K 0.01%
+150
402
$15.6K 0.01%
915
403
$15.3K 0.01%
+300
404
$15.2K 0.01%
251
+1
405
$15.2K 0.01%
+600
406
$15.1K 0.01%
1,798
407
$15.1K 0.01%
418
408
$15.1K 0.01%
128
409
$15.1K 0.01%
138
+27
410
$14.9K 0.01%
847
+400
411
$14.9K 0.01%
+309
412
$14.8K 0.01%
236
413
$14.5K 0.01%
+500
414
$14.5K 0.01%
180
+4
415
$14.4K 0.01%
209
+2
416
$14.2K 0.01%
512
+12
417
$14.2K 0.01%
1,138
+178
418
$14.1K 0.01%
79
+9
419
$14.1K 0.01%
625
420
$14K 0.01%
206
-17
421
$14K 0.01%
600
-1,150
422
$13.9K 0.01%
75
423
$13.8K 0.01%
1,000
+750
424
$13.8K 0.01%
230
425
$13.8K 0.01%
399
-51
15 16
17
18 19