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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$12.6K ﹤0.01%
220
427
$12.5K ﹤0.01%
140
-9
428
$12.4K ﹤0.01%
+100
429
$12.4K ﹤0.01%
231
+1
430
$12.3K ﹤0.01%
142
+4
431
$12.3K ﹤0.01%
863
+125
432
$12.1K ﹤0.01%
300
433
$12.1K ﹤0.01%
625
434
$12K ﹤0.01%
130
435
$12K ﹤0.01%
85
-116
436
$12K ﹤0.01%
260
-868
437
$11.9K ﹤0.01%
200
-114
438
$11.8K ﹤0.01%
75
439
$11.8K ﹤0.01%
80
440
$11.8K ﹤0.01%
355
441
$11.7K ﹤0.01%
+350
442
$11.7K ﹤0.01%
+2,050
443
$11.5K ﹤0.01%
336
444
$11.4K ﹤0.01%
363
445
$11.4K ﹤0.01%
40
446
$11.3K ﹤0.01%
7
447
$11.3K ﹤0.01%
+300
448
$11.1K ﹤0.01%
191
-582
449
$11K ﹤0.01%
+100
450
$11K ﹤0.01%
731
-1,542
16 17
18
19 20