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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Sells

1 +$658K
2 +$354K
3 +$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$18.6K 0.01%
555
+255
452
$18.6K 0.01%
51
453
$18.5K 0.01%
515
+500
454
$18.3K 0.01%
+414
455
$17.9K 0.01%
531
+4
456
$17.8K 0.01%
147
457
$17.4K 0.01%
300
458
$17.4K 0.01%
+195
459
$17.3K 0.01%
355
460
$17.2K 0.01%
1,000
461
$16.8K ﹤0.01%
600
462
$16.7K ﹤0.01%
500
463
$16.6K ﹤0.01%
85
464
$16.6K ﹤0.01%
300
465
$16.5K ﹤0.01%
549
466
$16.4K ﹤0.01%
279
467
$16K ﹤0.01%
1,474
+875
468
$16K ﹤0.01%
330
469
$16K ﹤0.01%
300
470
$15.8K ﹤0.01%
239
471
$15.8K ﹤0.01%
228
472
$15.7K ﹤0.01%
170
473
$15.5K ﹤0.01%
206
+2
474
$15.4K ﹤0.01%
40
475
$15.4K ﹤0.01%
421