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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.15M
3
+$2.54M
4
GLD icon
SPDR Gold Trust
GLD
+$1.91M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.4M

Top Sells

1
+$11.2M
2
+$10.1M
3
+$3.27M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.12M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 38.77%
2 Industrials 8.71%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$13.5K 0.01%
85
-8
427
$13.5K 0.01%
+100
428
$13.5K 0.01%
212
-47
429
$13.4K 0.01%
212
430
$13.4K 0.01%
196
+4
431
$13.2K 0.01%
+1,550
432
$13.1K 0.01%
102
433
$13K 0.01%
73
434
$13K 0.01%
163
-246
435
$12.6K 0.01%
201
436
$12.6K 0.01%
355
437
$12.6K 0.01%
84
438
$12.5K 0.01%
730
439
$12.5K 0.01%
+325
440
$12.4K 0.01%
254
+94
441
$12.4K 0.01%
307
442
$12.4K 0.01%
+156
443
$12.4K 0.01%
86
+7
444
$12.3K 0.01%
181
445
$12.3K 0.01%
446
+135
446
$12.2K 0.01%
153
447
$12.2K 0.01%
+158
448
$12.2K 0.01%
500
449
$11.9K 0.01%
1,450
+900
450
$11.8K 0.01%
100
16 17
18
19 20