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
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$699K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$31.3K 0.01%
100
-30
427
$31.2K 0.01%
259
428
$31.2K 0.01%
565
+2
429
$31K 0.01%
92
430
$30.8K 0.01%
301
431
$30.8K 0.01%
500
-581
432
$29.9K 0.01%
585
-59
433
$29.9K 0.01%
9,800
+3,900
434
$29.8K 0.01%
267
435
$29K 0.01%
620
+420
436
$28.4K 0.01%
831
+131
437
$28.4K 0.01%
1,754
438
$28.3K 0.01%
258
+1
439
$28.1K 0.01%
560
440
$28.1K 0.01%
175
441
$28.1K 0.01%
58
442
$28.1K 0.01%
1,500
443
$27.8K 0.01%
279
444
$27.8K 0.01%
300
-923
445
$27.6K 0.01%
209
446
$27.6K 0.01%
238
447
$27.4K 0.01%
350
+72
448
$27.4K 0.01%
295
449
$27.4K 0.01%
350
+150
450
$27.3K 0.01%
350
-55
16 17
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