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
$470M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.02M
3
+$811K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$609K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$534K

Top Sells

1
+$1.98M
2
+$468K
3
+$454K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$407K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$303K

Sector Composition

1 Technology 17.47%
2 Healthcare 8.78%
3 Industrials 6.74%
4 Communication Services 5.06%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$23.9K 0.01%
3,500
477
$23.9K 0.01%
150
478
$23.7K 0.01%
277
479
$23.6K 0.01%
245
480
$23.6K 0.01%
469
-6,037
481
$23.4K 0.01%
300
482
$23.2K ﹤0.01%
640
483
$23.2K ﹤0.01%
90
484
$23.1K ﹤0.01%
+509
485
$23.1K ﹤0.01%
400
486
$22.7K ﹤0.01%
300
487
$22.6K ﹤0.01%
650
+175
488
$22.5K ﹤0.01%
256
489
$22.5K ﹤0.01%
+199
490
$22.3K ﹤0.01%
36
491
$22.2K ﹤0.01%
+464
492
$22.2K ﹤0.01%
700
493
$22.1K ﹤0.01%
165
494
$21.9K ﹤0.01%
1,000
495
$21.9K ﹤0.01%
265
-35
496
$21.8K ﹤0.01%
300
+87
497
$21.5K ﹤0.01%
150
498
$21.5K ﹤0.01%
200
499
$21.5K ﹤0.01%
990
500
$21.3K ﹤0.01%
77
-20
18 19
20
21 22