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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1 +$7.87M
2 +$6.3M
3 +$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1 +$11.2M
2 +$9.98M
3 +$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$10.1K ﹤0.01%
108
+19
502
$10.1K ﹤0.01%
62
503
$10.1K ﹤0.01%
1,350
+605
504
$10.1K ﹤0.01%
+400
505
$10K ﹤0.01%
+150
506
$9.94K ﹤0.01%
200
507
$9.72K ﹤0.01%
+102
508
$9.67K ﹤0.01%
306
509
$9.63K ﹤0.01%
+183
510
$9.52K ﹤0.01%
565
+264
511
$9.5K ﹤0.01%
1,563
+758
512
$9.49K ﹤0.01%
187
513
$9.49K ﹤0.01%
+413
514
$9.46K ﹤0.01%
+300
515
$9.45K ﹤0.01%
159
516
$9.45K ﹤0.01%
+181
517
$9.42K ﹤0.01%
100
+25
518
$9.42K ﹤0.01%
+200
519
$9.41K ﹤0.01%
288
520
$9.37K ﹤0.01%
391
521
$9.29K ﹤0.01%
391
522
$9.28K ﹤0.01%
+298
523
$9.26K ﹤0.01%
622
524
$9.2K ﹤0.01%
54
525
$9.18K ﹤0.01%
200