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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$15.3K ﹤0.01%
241
477
$15.3K ﹤0.01%
1,744
-41
478
$15.2K ﹤0.01%
76
479
$15.2K ﹤0.01%
505
480
$15.2K ﹤0.01%
300
481
$15.1K ﹤0.01%
483
-42
482
$15K ﹤0.01%
205
483
$14.9K ﹤0.01%
200
484
$14.7K ﹤0.01%
308
+2
485
$14.6K ﹤0.01%
400
486
$14.4K ﹤0.01%
1,850
487
$14.2K ﹤0.01%
400
488
$14.2K ﹤0.01%
2,895
489
$14K ﹤0.01%
84
490
$13.9K ﹤0.01%
99
491
$13.8K ﹤0.01%
364
492
$13.7K ﹤0.01%
397
493
$13.6K ﹤0.01%
130
494
$13.6K ﹤0.01%
80
495
$13.5K ﹤0.01%
600
496
$13.2K ﹤0.01%
356
497
$13.2K ﹤0.01%
33
498
$13.2K ﹤0.01%
145
499
$13.1K ﹤0.01%
300
500
$13.1K ﹤0.01%
263
-49
18 19
20
21 22