WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.15M
3
+$2.54M
4
GLD icon
SPDR Gold Trust
GLD
+$1.91M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.4M

Top Sells

1
+$11.2M
2
+$10.1M
3
+$3.27M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.12M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 38.77%
2 Industrials 8.71%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10.8K 0.01%
113
-45
477
$10.7K 0.01%
156
478
$10.7K 0.01%
178
-22
479
$10.7K 0.01%
462
-54
480
$10.7K 0.01%
70
481
$10.7K 0.01%
125
-63
482
$10.7K 0.01%
82
483
$10.6K 0.01%
111
+1
484
$10.6K 0.01%
+130
485
$10.5K 0.01%
588
-76
486
$10.5K 0.01%
+400
487
$10.5K 0.01%
+400
488
$10.4K 0.01%
154
489
$10.4K 0.01%
615
490
$10.4K ﹤0.01%
153
491
$10.3K ﹤0.01%
307
492
$10.3K ﹤0.01%
106
+15
493
$10.3K ﹤0.01%
140
494
$10.3K ﹤0.01%
199
+23
495
$10.3K ﹤0.01%
250
496
$10.3K ﹤0.01%
201
497
$10.3K ﹤0.01%
+1,000
498
$10.2K ﹤0.01%
300
499
$10.2K ﹤0.01%
260
+35
500
$10.1K ﹤0.01%
108
+19
18 19
20
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