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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$15.6K 0.01%
267
402
$15.4K 0.01%
+200
403
$15.1K 0.01%
900
+736
404
$14.7K 0.01%
150
405
$14.6K 0.01%
+1,088
406
$14.5K 0.01%
+220
407
$14.3K 0.01%
400
408
$14.3K 0.01%
113
-104
409
$14.3K 0.01%
498
-100
410
$14.2K 0.01%
+700
411
$14.1K 0.01%
325
-140
412
$14K 0.01%
450
413
$13.9K 0.01%
327
+32
414
$13.8K 0.01%
300
415
$13.8K 0.01%
455
+101
416
$13.6K 0.01%
300
417
$13.5K ﹤0.01%
103
418
$13.4K ﹤0.01%
600
-1,150
419
$13.4K ﹤0.01%
519
+1
420
$13.3K ﹤0.01%
+300
421
$13.1K ﹤0.01%
1,400
422
$12.9K ﹤0.01%
4,500
423
$12.9K ﹤0.01%
1,566
-646
424
$12.9K ﹤0.01%
126
-160
425
$12.9K ﹤0.01%
294
-84
15 16
17
18 19