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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$13.7K 0.01%
+291
427
$13.5K 0.01%
85
-8
428
$13.5K 0.01%
+100
429
$13.5K 0.01%
212
-47
430
$13.4K 0.01%
212
431
$13.4K 0.01%
196
+4
432
$13.2K 0.01%
+1,550
433
$13.1K 0.01%
102
434
$13K 0.01%
73
435
$13K 0.01%
163
-246
436
$12.6K 0.01%
201
437
$12.6K 0.01%
355
438
$12.6K 0.01%
84
439
$12.5K 0.01%
730
440
$12.5K 0.01%
+325
441
$12.4K 0.01%
254
+94
442
$12.4K 0.01%
307
443
$12.4K 0.01%
+156
444
$12.4K 0.01%
863
+76
445
$12.3K 0.01%
181
446
$12.3K 0.01%
446
+135
447
$12.2K 0.01%
153
448
$12.2K 0.01%
+158
449
$12.2K 0.01%
500
450
$11.9K 0.01%
1,450
+900
16 17
18
19 20