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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10.8K 0.01%
+183
477
$10.8K 0.01%
113
-45
478
$10.7K 0.01%
156
479
$10.7K 0.01%
178
-22
480
$10.7K 0.01%
462
-54
481
$10.7K 0.01%
70
482
$10.7K 0.01%
125
-63
483
$10.7K 0.01%
82
484
$10.6K 0.01%
111
+1
485
$10.6K 0.01%
+130
486
$10.5K 0.01%
588
-76
487
$10.5K 0.01%
+400
488
$10.5K 0.01%
+200
489
$10.4K 0.01%
154
490
$10.4K 0.01%
615
491
$10.4K ﹤0.01%
153
492
$10.3K ﹤0.01%
307
493
$10.3K ﹤0.01%
106
+15
494
$10.3K ﹤0.01%
140
495
$10.3K ﹤0.01%
199
+23
496
$10.3K ﹤0.01%
250
497
$10.3K ﹤0.01%
201
498
$10.3K ﹤0.01%
+1,000
499
$10.2K ﹤0.01%
300
500
$10.2K ﹤0.01%
260
+35
18 19
20
21 22