WIM
Westside Investment Management Portfolio holdings
AUM
$539M
1-Year Return
24.46%
This Quarter Return
+4.52%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$40.6M
AUM Growth
-$1.22M
(-2.9%)
Cap. Flow
-$250K
Cap. Flow
% of AUM
-0.62%
Top 10 Holdings %
Top 10 Hldgs %
39.08%
Holding
878
New
29
Increased
178
Reduced
115
Closed
31
Top Buys
Top Sells
| 1 |
iShares ESG MSCI USA Leaders ETF
SUSL
|
+$402K |
| 2 |
Vanguard ESG International Stock ETF
VSGX
|
+$132K |
| 3 |
Gilead Sciences
GILD
|
+$83.5K |
| 4 |
Amgen
AMGN
|
+$81.4K |
| 5 |
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
|
+$79.4K |
Sector Composition
| 1 | Technology | 22.99% |
| 2 | Industrials | 11.68% |
| 3 | Healthcare | 7.65% |
| 4 | Consumer Discretionary | 6.24% |
| 5 | Communication Services | 5.79% |
