WIM
Westside Investment Management Portfolio holdings
AUM
$539M
1-Year Return
24.46%
This Quarter Return
-2.95%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$45.6M
AUM Growth
+$1.72M
(+3.9%)
Cap. Flow
-$771K
Cap. Flow
% of AUM
-1.69%
Top 10 Holdings %
Top 10 Hldgs %
42.02%
Holding
836
New
38
Increased
207
Reduced
82
Closed
39
Top Buys
| 1 |
Shopify
SHOP
|
+$311K |
| 2 |
Uber
UBER
|
+$129K |
| 3 |
Upstart Holdings
UPST
|
+$126K |
| 4 |
DoorDash
DASH
|
+$115K |
| 5 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
+$111K |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
+$1.63M |
| 2 |
Northrop Grumman
NOC
|
+$957K |
| 3 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$338K |
| 4 |
Apple
AAPL
|
+$247K |
| 5 |
AbbVie
ABBV
|
+$51K |
Sector Composition
| 1 | Technology | 23.02% |
| 2 | Industrials | 9.32% |
| 3 | Communication Services | 7.5% |
| 4 | Consumer Discretionary | 7.49% |
| 5 | Healthcare | 6.91% |
