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
$313M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$4.21M
3
+$1.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.89M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.64M

Top Sells

1
+$8.56M
2
+$2.86M
3
+$2.35M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M

Sector Composition

1 Technology 40.77%
2 Industrials 7.78%
3 Healthcare 7.3%
4 Consumer Discretionary 3.7%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$12.2K ﹤0.01%
184
452
$12.1K ﹤0.01%
274
453
$12.1K ﹤0.01%
730
454
$12K ﹤0.01%
221
+24
455
$12K ﹤0.01%
1,000
456
$11.8K ﹤0.01%
2,650
457
$11.8K ﹤0.01%
248
458
$11.7K ﹤0.01%
115
459
$11.7K ﹤0.01%
200
460
$11.7K ﹤0.01%
66
461
$11.6K ﹤0.01%
234
-44
462
$11.5K ﹤0.01%
1,200
463
$11.5K ﹤0.01%
314
464
$11.5K ﹤0.01%
456
465
$11.4K ﹤0.01%
169
466
$11.3K ﹤0.01%
+589
467
$11.2K ﹤0.01%
224
468
$11.2K ﹤0.01%
154
469
$11.2K ﹤0.01%
70
-8
470
$11.1K ﹤0.01%
107
471
$11.1K ﹤0.01%
1,052
472
$11K ﹤0.01%
1,000
473
$11K ﹤0.01%
93
-1
474
$10.9K ﹤0.01%
1,000
475
$10.9K ﹤0.01%
249
17 18
19
20 21