WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.43M
3
+$1.19M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.13M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$697K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.23M
4
AAPL icon
Apple
AAPL
+$857K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$789K

Sector Composition

1 Technology 16.69%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$37.3K 0.01%
907
402
$37K 0.01%
1,800
403
$36.9K 0.01%
900
404
$36.8K 0.01%
143
405
$36.6K 0.01%
3,500
406
$36.3K 0.01%
660
407
$36K 0.01%
300
408
$35.7K 0.01%
650
+76
409
$35.5K 0.01%
1,667
410
$35.5K 0.01%
143
411
$35K 0.01%
562
412
$34.9K 0.01%
800
413
$34.4K 0.01%
356
414
$34K 0.01%
36
415
$33.8K 0.01%
1,334
416
$33.8K 0.01%
400
-403
417
$33.7K 0.01%
1,667
418
$33.3K 0.01%
416
-29
419
$32.7K 0.01%
185
420
$32.3K 0.01%
500
-200
421
$32.1K 0.01%
+900
422
$32K 0.01%
210
423
$31.9K 0.01%
121
424
$31.7K 0.01%
50
425
$31.4K 0.01%
310
15 16
17
18 19