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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 0.62%
16,344
+288
27
$1.64M 0.6%
12,422
+1,081
28
$1.6M 0.59%
+30,660
29
$1.56M 0.57%
15,550
+1,450
30
$1.39M 0.51%
10,466
+113
31
$1.37M 0.5%
24,224
-39
32
$1.37M 0.5%
22,060
+1,510
33
$1.34M 0.49%
30,965
+43
34
$1.29M 0.47%
12,627
+4,241
35
$1.26M 0.46%
13,878
+10
36
$1.26M 0.46%
+26,867
37
$1.25M 0.46%
3,865
-93
38
$1.23M 0.45%
41,155
+4,285
39
$1.21M 0.44%
11,335
+2,485
40
$1.19M 0.44%
26,276
-583
41
$1.17M 0.43%
7,260
+1,190
42
$1.15M 0.42%
14,693
+75
43
$1.15M 0.42%
17,420
+259
44
$1.11M 0.41%
20,855
-215
45
$1.11M 0.41%
13,154
-50
46
$1M 0.37%
20,145
-600
47
$999K 0.37%
+8,560
48
$988K 0.36%
14,154
+12,654
49
$971K 0.36%
11,595
-455
50
$959K 0.35%
5,970
+1
1
2
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