WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$14.2M
3
+$7.76M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$4.01M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.31M

Top Sells

1
+$8.56M
2
+$2.91M
3
+$1.94M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.6M

Sector Composition

1 Technology 40.36%
2 Industrials 8.19%
3 Healthcare 7.3%
4 Consumer Discretionary 3.7%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$15.6K 0.01%
379
-71
402
$15.4K ﹤0.01%
75
403
$15.4K ﹤0.01%
125
404
$15.4K ﹤0.01%
610
405
$15.4K ﹤0.01%
138
-4
406
$15.3K ﹤0.01%
372
407
$15.2K ﹤0.01%
500
-700
408
$15.2K ﹤0.01%
76
409
$15.1K ﹤0.01%
220
410
$15K ﹤0.01%
+445
411
$14.9K ﹤0.01%
38
412
$14.7K ﹤0.01%
268
413
$14.7K ﹤0.01%
625
414
$14.6K ﹤0.01%
61
-13
415
$14.6K ﹤0.01%
201
416
$14.3K ﹤0.01%
130
417
$14.3K ﹤0.01%
403
418
$14.2K ﹤0.01%
336
419
$14.2K ﹤0.01%
500
420
$14.2K ﹤0.01%
355
421
$14.2K ﹤0.01%
1,329
-66
422
$14K ﹤0.01%
+111
423
$14K ﹤0.01%
138
424
$13.9K ﹤0.01%
363
425
$13.7K ﹤0.01%
390
15 16
17
18 19