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

Top Buys

1
+$1.63M
2
+$1.33M
3
+$1.11M
4
UBER icon
Uber
UBER
+$1.02M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$948K

Top Sells

1
+$1.6M
2
+$1.25M
3
+$1.13M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$665K
5
AAPL icon
Apple
AAPL
+$646K

Sector Composition

1 Technology 23.01%
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%
560
427
$26 ﹤0.01%
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428
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600
429
$26 ﹤0.01%
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431
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540
+250
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2,290
434
$25 ﹤0.01%
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435
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436
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+5
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440
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$24 ﹤0.01%
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443
$24 ﹤0.01%
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447
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275
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448
$22 ﹤0.01%
288
449
$22 ﹤0.01%
337
450
$22 ﹤0.01%
165
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