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
$470M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.02M
3
+$811K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$609K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$534K

Top Sells

1
+$1.98M
2
+$468K
3
+$454K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$407K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$303K

Sector Composition

1 Technology 17.47%
2 Healthcare 8.78%
3 Industrials 6.74%
4 Communication Services 5.06%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$32K 0.01%
+1,400
427
$31.8K 0.01%
267
428
$31.8K 0.01%
229
-46
429
$31.6K 0.01%
310
430
$31.1K 0.01%
+92
431
$31.1K 0.01%
405
432
$31K 0.01%
150
433
$31K 0.01%
300
434
$30.7K 0.01%
356
435
$30.5K 0.01%
700
436
$30.4K 0.01%
1,754
437
$30.2K 0.01%
170
438
$29.8K 0.01%
266
-52
439
$29.3K 0.01%
+259
440
$29.2K 0.01%
718
441
$29K 0.01%
1,050
442
$28.6K 0.01%
1,500
443
$28.3K 0.01%
560
444
$28.3K 0.01%
300
445
$28.2K 0.01%
238
446
$27.7K 0.01%
2,100
447
$27.5K 0.01%
175
448
$27.4K 0.01%
779
449
$27.2K 0.01%
58
450
$27.2K 0.01%
3,000
16 17
18
19 20