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
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$699K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$22.8K ﹤0.01%
256
477
$22.6K ﹤0.01%
1,000
478
$22.6K ﹤0.01%
110
-25
479
$22.6K ﹤0.01%
421
480
$22.4K ﹤0.01%
990
481
$22.4K ﹤0.01%
216
-50
482
$22K ﹤0.01%
994
+171
483
$21.7K ﹤0.01%
455
-200
484
$21.6K ﹤0.01%
160
485
$21.5K ﹤0.01%
300
486
$21.5K ﹤0.01%
200
487
$21.5K ﹤0.01%
1,000
488
$21.3K ﹤0.01%
400
489
$21.2K ﹤0.01%
62
490
$21K ﹤0.01%
1,000
+50
491
$21K ﹤0.01%
100
492
$20.8K ﹤0.01%
279
493
$20.7K ﹤0.01%
265
494
$20.6K ﹤0.01%
493
495
$20.6K ﹤0.01%
76
496
$20.6K ﹤0.01%
300
497
$20.4K ﹤0.01%
122
498
$20.3K ﹤0.01%
355
499
$20.3K ﹤0.01%
80
500
$20K ﹤0.01%
395
18 19
20
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