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

Top Buys

1
+$15.4M
2
+$4.21M
3
+$1.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.89M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.64M

Top Sells

1
+$8.56M
2
+$2.86M
3
+$2.35M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M

Sector Composition

1 Technology 40.77%
2 Industrials 7.78%
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%
307
478
$10.8K ﹤0.01%
100
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