WIM
Westside Investment Management Portfolio holdings
AUM
$539M
1-Year Return
24.46%
This Quarter Return
-2.63%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$347M
AUM Growth
-$6.88M
(-1.9%)
Cap. Flow
+$4.72M
Cap. Flow
% of AUM
1.36%
Top 10 Holdings %
Top 10 Hldgs %
26.31%
Holding
864
New
25
Increased
131
Reduced
138
Closed
24
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.37M |
| 2 |
Hartford Municipal Opportunities ETF
HMOP
|
+$679K |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$654K |
| 4 |
Hartford Total Return Bond ETF
HTRB
|
+$626K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$543K |
Top Sells
Sector Composition
| 1 | Technology | 16.48% |
| 2 | Healthcare | 8.61% |
| 3 | Industrials | 6.81% |
| 4 | Communication Services | 5.24% |
| 5 | Consumer Discretionary | 4.33% |
