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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$10.9K ﹤0.01%
71
452
$10.9K ﹤0.01%
+350
453
$10.8K ﹤0.01%
+400
454
$10.8K ﹤0.01%
+200
455
$10.7K ﹤0.01%
165
-131
456
$10.7K ﹤0.01%
130
457
$10.6K ﹤0.01%
102
-50
458
$10.6K ﹤0.01%
+200
459
$10.6K ﹤0.01%
500
460
$10.5K ﹤0.01%
156
461
$10.5K ﹤0.01%
200
462
$10.3K ﹤0.01%
159
463
$10.1K ﹤0.01%
895
464
$10.1K ﹤0.01%
113
-147
465
$10.1K ﹤0.01%
+300
466
$10.1K ﹤0.01%
+210
467
$10.1K ﹤0.01%
200
468
$10.1K ﹤0.01%
100
469
$10K ﹤0.01%
258
470
$9.93K ﹤0.01%
500
471
$9.92K ﹤0.01%
275
-39
472
$9.87K ﹤0.01%
154
473
$9.86K ﹤0.01%
+500
474
$9.81K ﹤0.01%
+500
475
$9.67K ﹤0.01%
126
+44
17 18
19
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