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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9.56K ﹤0.01%
+200
477
$9.53K ﹤0.01%
1,000
478
$9.51K ﹤0.01%
3,980
479
$9.36K ﹤0.01%
300
480
$9.33K ﹤0.01%
860
481
$9.3K ﹤0.01%
+200
482
$9.19K ﹤0.01%
+200
483
$9.19K ﹤0.01%
201
-263
484
$9.18K ﹤0.01%
130
-92
485
$9.1K ﹤0.01%
25
-40
486
$9.07K ﹤0.01%
54
-12
487
$8.98K ﹤0.01%
94
+1
488
$8.96K ﹤0.01%
614
489
$8.94K ﹤0.01%
107
490
$8.92K ﹤0.01%
242
491
$8.92K ﹤0.01%
68
492
$8.91K ﹤0.01%
174
493
$8.84K ﹤0.01%
+296
494
$8.83K ﹤0.01%
+7
495
$8.75K ﹤0.01%
114
496
$8.67K ﹤0.01%
51
-93
497
$8.59K ﹤0.01%
510
+5
498
$8.5K ﹤0.01%
730
499
$8.4K ﹤0.01%
484
500
$8.37K ﹤0.01%
+500
18 19
20
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