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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$22.4K 0.01%
550
+5
427
$22.4K 0.01%
149
+66
428
$22.1K 0.01%
2,000
429
$22K 0.01%
625
+350
430
$22K 0.01%
500
431
$21.9K 0.01%
324
432
$21.9K 0.01%
560
433
$21.2K 0.01%
1,460
434
$21.2K 0.01%
99
435
$21K 0.01%
500
436
$20.8K 0.01%
288
437
$20.6K 0.01%
276
438
$20.4K 0.01%
300
-100
439
$20.3K 0.01%
300
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440
$20.2K 0.01%
160
441
$20K 0.01%
1,250
442
$19.9K 0.01%
400
443
$19.9K 0.01%
+100
444
$19.2K 0.01%
1,000
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445
$19.2K 0.01%
700
-100
446
$19K 0.01%
165
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447
$19K 0.01%
654
+1
448
$18.9K 0.01%
205
449
$18.8K 0.01%
612
+212
450
$18.8K 0.01%
540
16 17
18
19 20