WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.53%
+26,160
27
$1.09M 0.52%
37,040
+16,975
28
$1.08M 0.52%
13,476
+7,193
29
$1.06M 0.51%
33,100
+16,430
30
$1.04M 0.5%
23,420
+10,375
31
$1.01M 0.48%
13,119
+3,740
32
$982K 0.47%
8,109
+2,784
33
$957K 0.46%
18,200
+12,180
34
$955K 0.46%
+19,916
35
$947K 0.45%
33,075
+9,071
36
$928K 0.44%
+18,335
37
$925K 0.44%
3,890
+1,190
38
$918K 0.44%
12,899
+6,666
39
$889K 0.42%
16,750
+2,000
40
$873K 0.42%
18,975
+8,225
41
$835K 0.4%
6,096
+630
42
$827K 0.4%
3,059
+1,222
43
$827K 0.39%
14,443
+8,730
44
$820K 0.39%
6,265
+1,020
45
$812K 0.39%
18,010
+8,250
46
$789K 0.38%
39,525
+4,070
47
$782K 0.37%
11,155
+5,045
48
$770K 0.37%
4,348
+3,303
49
$758K 0.36%
22,958
+4,050
50
$757K 0.36%
13,408
+7,176
1
2
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