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
$313M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$14.2M
3
+$7.76M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$4.01M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.31M

Top Sells

1
+$8.56M
2
+$2.91M
3
+$1.94M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.6M

Sector Composition

1 Technology 40.36%
2 Industrials 8.19%
3 Healthcare 7.3%
4 Consumer Discretionary 3.7%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10.9K ﹤0.01%
88
477
$10.8K ﹤0.01%
100
478
$10.8K ﹤0.01%
307
479
$10.8K ﹤0.01%
500
480
$10.7K ﹤0.01%
71
481
$10.6K ﹤0.01%
300
482
$10.6K ﹤0.01%
174
483
$10.5K ﹤0.01%
860
484
$10.5K ﹤0.01%
242
485
$10.3K ﹤0.01%
106
486
$10.3K ﹤0.01%
68
487
$10.2K ﹤0.01%
345
+65
488
$10.2K ﹤0.01%
550
-5,200
489
$10.1K ﹤0.01%
81
+8
490
$10.1K ﹤0.01%
76
491
$10.1K ﹤0.01%
+385
492
$9.96K ﹤0.01%
5,160
493
$9.78K ﹤0.01%
159
494
$9.72K ﹤0.01%
123
495
$9.71K ﹤0.01%
65
496
$9.7K ﹤0.01%
238
497
$9.62K ﹤0.01%
376
498
$9.54K ﹤0.01%
550
-2,425
499
$9.48K ﹤0.01%
442
500
$9.43K ﹤0.01%
341
+158
18 19
20
21 22