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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.15M
3
+$2.54M
4
GLD icon
SPDR Gold Trust
GLD
+$1.91M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.4M

Top Sells

1
+$11.2M
2
+$10.1M
3
+$3.27M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.12M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 38.77%
2 Industrials 8.71%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11.7K 0.01%
211
-158
452
$11.7K 0.01%
+500
453
$11.7K 0.01%
500
454
$11.7K 0.01%
419
455
$11.6K 0.01%
201
+48
456
$11.5K 0.01%
742
+119
457
$11.4K 0.01%
+336
458
$11.4K 0.01%
155
459
$11.4K 0.01%
179
460
$11.4K 0.01%
141
461
$11.1K 0.01%
480
-52
462
$11.1K 0.01%
251
463
$11.1K 0.01%
673
464
$11.1K 0.01%
+125
465
$11K 0.01%
+174
466
$11K 0.01%
194
-62
467
$11K 0.01%
470
468
$11K 0.01%
300
-665
469
$10.9K 0.01%
614
470
$10.9K 0.01%
361
471
$10.9K 0.01%
1,000
-500
472
$10.9K 0.01%
294
473
$10.9K 0.01%
93
-15
474
$10.8K 0.01%
370
+37
475
$10.8K 0.01%
+183
17 18
19
20 21