WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$4.21M
3
+$1.92M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.89M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.64M

Top Sells

1
+$8.56M
2
+$2.86M
3
+$2.35M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M

Sector Composition

1 Technology 40.36%
2 Industrials 8.19%
3 Healthcare 7.3%
4 Consumer Discretionary 3.7%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.5%
17,940
+2,750
27
$1.55M 0.5%
41,100
-600
28
$1.53M 0.49%
17,161
-25
29
$1.51M 0.48%
3,958
30
$1.51M 0.48%
33,018
+30,452
31
$1.51M 0.48%
30,922
+39
32
$1.46M 0.47%
6,070
33
$1.43M 0.46%
13,050
34
$1.43M 0.46%
+36,870
35
$1.41M 0.45%
14,618
36
$1.41M 0.45%
14,100
+9,900
37
$1.39M 0.44%
26,859
+300
38
$1.38M 0.44%
13,868
-200
39
$1.36M 0.44%
8,386
-78
40
$1.3M 0.42%
9,070
-30
41
$1.29M 0.41%
17,109
+15,366
42
$1.29M 0.41%
47,486
43
$1.17M 0.37%
20,745
44
$1.16M 0.37%
13,204
-30
45
$1.08M 0.35%
5,969
+211
46
$1.07M 0.34%
64,564
+62,963
47
$1.06M 0.34%
21,070
-1,030
48
$1.06M 0.34%
6,561
+745
49
$1.05M 0.34%
8,850
+3,270
50
$1.05M 0.33%
14,455
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