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
$44.2M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$150K
2
+$133K
3
+$103K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$96.4K
5
ARKK icon
ARK Innovation ETF
ARKK
+$78.5K

Top Sells

1
+$831K
2
+$99K
3
+$80.6K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$72K
5
AMZN icon
Amazon
AMZN
+$64.9K

Sector Composition

1 Technology 23.48%
2 Industrials 9.51%
3 Communication Services 7.79%
4 Consumer Discretionary 7.69%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$21 ﹤0.01%
+884
452
$21 ﹤0.01%
385
453
$21 ﹤0.01%
900
454
$20 ﹤0.01%
796
455
$20 ﹤0.01%
400
456
$20 ﹤0.01%
+1,781
457
$20 ﹤0.01%
535
458
$19 ﹤0.01%
206
459
$19 ﹤0.01%
600
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$19 ﹤0.01%
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461
$19 ﹤0.01%
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462
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463
$19 ﹤0.01%
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464
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465
$19 ﹤0.01%
99
466
$19 ﹤0.01%
17,000
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467
$18 ﹤0.01%
514
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468
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469
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288
470
$18 ﹤0.01%
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472
$18 ﹤0.01%
1,400
473
$17 ﹤0.01%
205
474
$17 ﹤0.01%
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475
$17 ﹤0.01%
500
17 18
19
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