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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11.8K 0.01%
100
452
$11.7K 0.01%
211
-158
453
$11.7K 0.01%
+500
454
$11.7K 0.01%
500
455
$11.7K 0.01%
419
456
$11.6K 0.01%
201
+48
457
$11.5K 0.01%
742
+119
458
$11.4K 0.01%
+336
459
$11.4K 0.01%
155
460
$11.4K 0.01%
179
461
$11.4K 0.01%
141
462
$11.1K 0.01%
480
-52
463
$11.1K 0.01%
251
464
$11.1K 0.01%
673
465
$11.1K 0.01%
+125
466
$11K 0.01%
+174
467
$11K 0.01%
194
-62
468
$11K 0.01%
470
469
$11K 0.01%
300
-665
470
$10.9K 0.01%
614
471
$10.9K 0.01%
361
472
$10.9K 0.01%
1,000
-500
473
$10.9K 0.01%
294
474
$10.9K 0.01%
93
-15
475
$10.8K 0.01%
370
+37
17 18
19
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