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
$45.6M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$129K
3
+$126K
4
DASH icon
DoorDash
DASH
+$115K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$111K

Top Sells

1
+$1.63M
2
+$957K
3
+$338K
4
AAPL icon
Apple
AAPL
+$247K
5
ABBV icon
AbbVie
ABBV
+$51K

Sector Composition

1 Technology 23.02%
2 Industrials 9.32%
3 Communication Services 7.5%
4 Consumer Discretionary 7.49%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$26 ﹤0.01%
200
427
$26 ﹤0.01%
540
+250
428
$26 ﹤0.01%
600
429
$26 ﹤0.01%
322
430
$26 ﹤0.01%
2,290
431
$26 ﹤0.01%
130
432
$26 ﹤0.01%
560
433
$26 ﹤0.01%
267
434
$25 ﹤0.01%
638
435
$25 ﹤0.01%
256
436
$25 ﹤0.01%
43
437
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535
+5
438
$24 ﹤0.01%
+500
439
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+100
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$24 ﹤0.01%
430
-3,870
441
$24 ﹤0.01%
200
442
$24 ﹤0.01%
374
443
$24 ﹤0.01%
99
444
$23 ﹤0.01%
796
445
$23 ﹤0.01%
700
-1,950
446
$23 ﹤0.01%
547
+1
447
$22 ﹤0.01%
275
+1
448
$22 ﹤0.01%
288
449
$22 ﹤0.01%
337
450
$22 ﹤0.01%
165
16 17
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