WIM
Westside Investment Management Portfolio holdings
AUM
$539M
1-Year Return
24.46%
This Quarter Return
+8.06%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$43.8M
AUM Growth
+$463K
(+1.1%)
Cap. Flow
-$2.66M
Cap. Flow
% of AUM
-6.07%
Top 10 Holdings %
Top 10 Hldgs %
42.34%
Holding
808
New
37
Increased
145
Reduced
84
Closed
10
Top Buys
| 1 |
Hartford Schroders Tax-Aware Bond ETF
HTAB
|
+$93.2K |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
+$90K |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$79.4K |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$51.6K |
| 5 |
Meta Platforms (Facebook)
META
|
+$49.1K |
Top Sells
| 1 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$2.81M |
| 2 |
Apple
AAPL
|
+$77.8K |
| 3 |
DIDI
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
|
+$56.1K |
| 4 |
AT&T
T
|
+$41.7K |
| 5 |
Snowflake
SNOW
|
+$37.6K |
Sector Composition
| 1 | Technology | 20.36% |
| 2 | Industrials | 10.14% |
| 3 | Communication Services | 8.5% |
| 4 | Healthcare | 7.91% |
| 5 | Consumer Discretionary | 7.65% |
