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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$26.6K 0.01%
391
402
$26.3K 0.01%
557
+2
403
$26.2K 0.01%
779
404
$25.9K 0.01%
301
405
$25.8K 0.01%
640
-87
406
$25.6K 0.01%
1,750
407
$25.4K 0.01%
772
408
$25.4K 0.01%
562
409
$25.3K 0.01%
1,500
410
$25.3K 0.01%
267
411
$25K 0.01%
256
412
$24.9K 0.01%
400
413
$24.7K 0.01%
1,116
414
$24.7K 0.01%
1,754
415
$24.5K 0.01%
900
416
$23.8K 0.01%
718
417
$23.4K 0.01%
550
418
$23.3K 0.01%
356
419
$23.3K 0.01%
456
420
$23.1K 0.01%
500
421
$23K 0.01%
187
-34
422
$22.8K 0.01%
356
423
$22.6K 0.01%
2,650
424
$22.6K 0.01%
490
425
$22.4K 0.01%
240
15 16
17
18 19