WIM

Westside Investment Management Portfolio holdings

AUM $626M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$699K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.48M 0.95%
88,450
-38,368
27
$4.24M 0.9%
25,254
+60
28
$3.92M 0.84%
78,796
-483
29
$3.87M 0.82%
35,305
+1,040
30
$3.86M 0.82%
40,250
-720
31
$3.83M 0.82%
26,312
+4,799
32
$3.79M 0.81%
43,504
+11,987
33
$3.77M 0.8%
75,377
-2,502
34
$3.59M 0.77%
17,169
-148
35
$3.53M 0.75%
23,006
-201
36
$3.44M 0.73%
5,494
+323
37
$3.35M 0.71%
49,383
+300
38
$3.32M 0.71%
31,505
+3,193
39
$3.29M 0.7%
65,259
+3,183
40
$3.23M 0.69%
5,768
+84
41
$3.14M 0.67%
58,258
-424
42
$3.14M 0.67%
10,118
+71
43
$3.08M 0.66%
99,536
+12,340
44
$3.03M 0.64%
11,443
+376
45
$2.77M 0.59%
63,157
+3,965
46
$2.74M 0.58%
24,447
-2,898
47
$2.7M 0.58%
14,004
+2,809
48
$2.69M 0.57%
43,310
+2,030
49
$2.64M 0.56%
30,653
50
$2.53M 0.54%
30,548
-301
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