WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$14.2M
3
+$7.76M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$4.01M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.31M

Top Sells

1
+$8.56M
2
+$2.91M
3
+$1.94M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.6M

Sector Composition

1 Technology 40.36%
2 Industrials 8.19%
3 Healthcare 7.3%
4 Consumer Discretionary 3.7%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$9.4K ﹤0.01%
97
502
$9.38K ﹤0.01%
85
503
$9.34K ﹤0.01%
33
504
$9.32K ﹤0.01%
177
505
$9.26K ﹤0.01%
505
-5
506
$9.23K ﹤0.01%
470
507
$9.13K ﹤0.01%
510
508
$9.04K ﹤0.01%
614
509
$9.02K ﹤0.01%
50
510
$8.97K ﹤0.01%
7,943
+2,970
511
$8.92K ﹤0.01%
340
512
$8.9K ﹤0.01%
108
513
$8.84K ﹤0.01%
+400
514
$8.8K ﹤0.01%
114
515
$8.77K ﹤0.01%
659
516
$8.74K ﹤0.01%
484
517
$8.74K ﹤0.01%
174
518
$8.66K ﹤0.01%
100
519
$8.56K ﹤0.01%
52
520
$8.42K ﹤0.01%
187
521
$8.35K ﹤0.01%
82
-1
522
$8.31K ﹤0.01%
279
+50
523
$8.28K ﹤0.01%
72
524
$8.22K ﹤0.01%
+84
525
$8.18K ﹤0.01%
200
19 20
21
22 23