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
$470M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.02M
3
+$811K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$609K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$534K

Top Sells

1
+$1.98M
2
+$468K
3
+$454K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$407K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$303K

Sector Composition

1 Technology 17.47%
2 Healthcare 8.78%
3 Industrials 6.74%
4 Communication Services 5.06%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$35.6K 0.01%
+330
402
$35.6K 0.01%
152
403
$35.5K 0.01%
755
+75
404
$35.4K 0.01%
1,000
405
$35.2K 0.01%
644
406
$35K 0.01%
5,200
+100
407
$34.9K 0.01%
297
+108
408
$34.7K 0.01%
+279
409
$34.4K 0.01%
900
410
$34.3K 0.01%
445
411
$34K 0.01%
+907
412
$33.9K 0.01%
256
413
$33.5K 0.01%
1,150
414
$33.5K 0.01%
2,895
415
$33.5K 0.01%
1,200
-50
416
$33.3K 0.01%
+121
417
$33.3K 0.01%
638
418
$33.2K 0.01%
301
419
$33K 0.01%
350
420
$33K 0.01%
185
-4
421
$32.6K 0.01%
560
+5
422
$32.5K 0.01%
36
423
$32.3K 0.01%
83
+50
424
$32.1K 0.01%
+335
425
$32.1K 0.01%
492
15 16
17
18 19