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
$45.6M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$129K
3
+$126K
4
DASH icon
DoorDash
DASH
+$115K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$111K

Top Sells

1
+$1.63M
2
+$957K
3
+$338K
4
AAPL icon
Apple
AAPL
+$247K
5
ABBV icon
AbbVie
ABBV
+$51K

Sector Composition

1 Technology 23.02%
2 Industrials 9.32%
3 Communication Services 7.5%
4 Consumer Discretionary 7.49%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$378K 0.83%
13,328
+1,457
27
$317K 0.7%
2,497
28
$313K 0.69%
16,300
+16,200
29
$303K 0.66%
9,160
+1,090
30
$283K 0.62%
18,719
-3,370
31
$276K 0.61%
5,305
+50
32
$270K 0.59%
22,941
+665
33
$255K 0.56%
10,991
-1
34
$254K 0.56%
7,508
+601
35
$227K 0.5%
3,494
-50
36
$219K 0.48%
36,521
+455
37
$203K 0.45%
10,650
+5,806
38
$202K 0.44%
4,045
39
$196K 0.43%
19,685
+538
40
$194K 0.43%
59,931
+4,640
41
$191K 0.42%
11,385
+302
42
$191K 0.42%
10,000
43
$190K 0.42%
1,950
+100
44
$182K 0.4%
6,809
+1,221
45
$178K 0.39%
23,999
-6,498
46
$171K 0.38%
17,030
+3,845
47
$147K 0.32%
70,938
+1,480
48
$135K 0.3%
9,108
+240
49
$134K 0.3%
5,900
50
$132K 0.29%
2,970
+1,306
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