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
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Sells

1 +$1.94M
2 +$1.28M
3 +$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$27K 0.01%
150
452
$26.9K 0.01%
335
453
$26.7K 0.01%
460
454
$26.5K 0.01%
300
455
$26.4K 0.01%
116
456
$26.3K 0.01%
200
457
$26.2K 0.01%
464
458
$25.8K 0.01%
300
459
$25.8K 0.01%
330
460
$25.7K 0.01%
350
461
$25.6K 0.01%
154
462
$25.5K 0.01%
165
463
$25.1K 0.01%
+341
464
$25K 0.01%
2,100
465
$24.8K 0.01%
324
466
$24.4K 0.01%
400
467
$24.2K 0.01%
335
-1,000
468
$24.1K 0.01%
44
469
$24K 0.01%
288
470
$23.9K 0.01%
300
471
$23.9K 0.01%
205
472
$23.7K 0.01%
779
473
$23.3K 0.01%
600
474
$23.1K ﹤0.01%
700
475
$23.1K ﹤0.01%
+246