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
$45.6M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$129K
3
+$126K
4
DASH icon
DoorDash
DASH
+$115K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$111K

Top Sells

1
+$1.63M
2
+$957K
3
+$338K
4
AAPL icon
Apple
AAPL
+$247K
5
ABBV icon
AbbVie
ABBV
+$51K

Sector Composition

1 Technology 23.02%
2 Industrials 9.32%
3 Communication Services 7.5%
4 Consumer Discretionary 7.49%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$35 ﹤0.01%
655
402
$35 ﹤0.01%
2,650
403
$35 ﹤0.01%
492
+426
404
$34 ﹤0.01%
425
405
$34 ﹤0.01%
1,075
406
$34 ﹤0.01%
648
+203
407
$33 ﹤0.01%
183
408
$32 ﹤0.01%
954
409
$32 ﹤0.01%
390
+100
410
$32 ﹤0.01%
221
-6
411
$32 ﹤0.01%
1,510
412
$32 ﹤0.01%
135
413
$31 ﹤0.01%
138
414
$30 ﹤0.01%
102
415
$30 ﹤0.01%
779
416
$30 ﹤0.01%
800
+300
417
$30 ﹤0.01%
144
418
$29 ﹤0.01%
324
419
$29 ﹤0.01%
500
420
$29 ﹤0.01%
900
421
$28 ﹤0.01%
85
422
$28 ﹤0.01%
+590
423
$28 ﹤0.01%
1,116
+2
424
$27 ﹤0.01%
625
425
$26 ﹤0.01%
400
15 16
17
18 19