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
$470M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1 +$1.34M
2 +$1.02M
3 +$811K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$609K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$534K

Sector Composition

1 Technology 17.47%
2 Healthcare 8.78%
3 Industrials 6.74%
4 Communication Services 5.06%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$27.1K 0.01%
+154
452
$27.1K 0.01%
387
453
$26.8K 0.01%
456
454
$26.7K 0.01%
116
455
$26.5K 0.01%
1,116
456
$26.5K 0.01%
288
457
$26.3K 0.01%
200
458
$26.3K 0.01%
414
459
$26.2K 0.01%
+227
460
$26.2K 0.01%
600
461
$25.9K 0.01%
421
462
$25.8K 0.01%
555
463
$25.8K 0.01%
3,500
464
$25.5K 0.01%
540
465
$25.5K 0.01%
+338
466
$25.4K 0.01%
657
+1
467
$25.1K 0.01%
700
+300
468
$25K 0.01%
324
469
$24.9K 0.01%
577
470
$24.8K 0.01%
1,000
471
$24.7K 0.01%
480
472
$24.5K 0.01%
205
473
$24.2K 0.01%
+260
474
$24K 0.01%
160
475
$24K 0.01%
+395