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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.2M 0.92%
65,550
+400
27
$3.16M 0.91%
7,110
-224
28
$2.75M 0.79%
10,221
-398
29
$2.74M 0.79%
24,666
-78
30
$2.73M 0.79%
82,394
+2,000
31
$2.69M 0.77%
18,029
32
$2.68M 0.77%
36,845
-948
33
$2.52M 0.73%
23,513
-1,580
34
$2.48M 0.72%
45,520
35
$2.34M 0.67%
28,885
+312
36
$2.31M 0.67%
765,614
+61,600
37
$2.31M 0.66%
49,952
-693
38
$2.29M 0.66%
159,019
+25,275
39
$2.2M 0.63%
528,310
+9,059
40
$2.2M 0.63%
23,287
+200
41
$2.12M 0.61%
20,715
+1,679
42
$2.12M 0.61%
50,427
+3,500
43
$2.06M 0.59%
8,779
+50
44
$2.06M 0.59%
27,469
-868
45
$2.06M 0.59%
37,522
+2,220
46
$1.99M 0.57%
41,788
+1,400
47
$1.96M 0.57%
4,590
+565
48
$1.88M 0.54%
22,680
49
$1.88M 0.54%
37,593
+600
50
$1.84M 0.53%
9,756
+50
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