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
$44.2M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1 +$150K
2 +$133K
3 +$103K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$96.4K
5
ARKK icon
ARK Innovation ETF
ARKK
+$78.5K

Top Sells

1 +$831K
2 +$99K
3 +$80.6K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$72K
5
AMZN icon
Amazon
AMZN
+$64.9K

Sector Composition

1 Technology 23.48%
2 Industrials 9.51%
3 Communication Services 7.79%
4 Consumer Discretionary 7.69%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$17 ﹤0.01%
1,250
+250
477
$17 ﹤0.01%
400
478
$17 ﹤0.01%
600
479
$17 ﹤0.01%
493
480
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51
481
$17 ﹤0.01%
369
482
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293
+201
483
$16 ﹤0.01%
598
484
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330
485
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235
486
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355
487
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$15 ﹤0.01%
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491
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201
492
$14 ﹤0.01%
2,290
493
$14 ﹤0.01%
150
494
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364
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300
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505
500
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205