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
$313M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$4.21M
3
+$1.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.89M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.64M

Top Sells

1
+$8.56M
2
+$2.86M
3
+$2.35M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M

Sector Composition

1 Technology 40.77%
2 Industrials 7.78%
3 Healthcare 7.3%
4 Consumer Discretionary 3.7%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$13.7K ﹤0.01%
457
-130
427
$13.7K ﹤0.01%
632
428
$13.6K ﹤0.01%
230
-153
429
$13.5K ﹤0.01%
149
430
$13.5K ﹤0.01%
500
431
$13.4K ﹤0.01%
54
+4
432
$13.3K ﹤0.01%
258
433
$13.3K ﹤0.01%
+103
434
$13.2K ﹤0.01%
895
-1,335
435
$13K ﹤0.01%
125
436
$13K ﹤0.01%
+166
437
$12.9K ﹤0.01%
659
+71
438
$12.9K ﹤0.01%
155
439
$12.9K ﹤0.01%
40
+36
440
$12.8K ﹤0.01%
130
441
$12.8K ﹤0.01%
182
442
$12.7K ﹤0.01%
100
443
$12.6K ﹤0.01%
80
444
$12.6K ﹤0.01%
200
445
$12.4K ﹤0.01%
337
+34
446
$12.4K ﹤0.01%
4,500
447
$12.4K ﹤0.01%
+48
448
$12.3K ﹤0.01%
108
449
$12.3K ﹤0.01%
1,052
450
$12.2K ﹤0.01%
156
16 17
18
19 20