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
$44.2M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$150K
2
+$133K
3
+$103K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$96.4K
5
ARKK icon
ARK Innovation ETF
ARKK
+$78.5K

Top Sells

1
+$831K
2
+$99K
3
+$80.6K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$72K
5
AMZN icon
Amazon
AMZN
+$64.9K

Sector Composition

1 Technology 23.48%
2 Industrials 9.51%
3 Communication Services 7.79%
4 Consumer Discretionary 7.69%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$32 ﹤0.01%
318
402
$32 ﹤0.01%
350
403
$32 ﹤0.01%
827
404
$32 ﹤0.01%
193
+10
405
$31 ﹤0.01%
1,510
406
$30 ﹤0.01%
322
407
$30 ﹤0.01%
718
-78
408
$30 ﹤0.01%
276
409
$30 ﹤0.01%
2,150
-100
410
$29 ﹤0.01%
651
+1
411
$29 ﹤0.01%
106
+21
412
$29 ﹤0.01%
135
413
$29 ﹤0.01%
779
414
$29 ﹤0.01%
638
415
$29 ﹤0.01%
256
-45
416
$28 ﹤0.01%
1,000
417
$28 ﹤0.01%
562
418
$28 ﹤0.01%
348
419
$28 ﹤0.01%
655
420
$27 ﹤0.01%
390
421
$27 ﹤0.01%
1,075
422
$27 ﹤0.01%
594
-54
423
$26 ﹤0.01%
+399
424
$26 ﹤0.01%
1,116
425
$25 ﹤0.01%
130
15 16
17
18 19