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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$8.3K ﹤0.01%
294
-289
502
$8.22K ﹤0.01%
52
503
$8.08K ﹤0.01%
33
504
$8.08K ﹤0.01%
510
505
$8.01K ﹤0.01%
+200
506
$8K ﹤0.01%
141
-28
507
$7.96K ﹤0.01%
38
508
$7.89K ﹤0.01%
+100
509
$7.86K ﹤0.01%
150
510
$7.77K ﹤0.01%
+150
511
$7.76K ﹤0.01%
+203
512
$7.74K ﹤0.01%
+165
513
$7.55K ﹤0.01%
238
514
$7.52K ﹤0.01%
341
515
$7.44K ﹤0.01%
52
516
$7.41K ﹤0.01%
100
517
$7.39K ﹤0.01%
511
518
$7.38K ﹤0.01%
33
-21
519
$7.37K ﹤0.01%
+150
520
$7.36K ﹤0.01%
300
521
$7.31K ﹤0.01%
470
522
$7.28K ﹤0.01%
309
523
$7.12K ﹤0.01%
+300
524
$6.87K ﹤0.01%
1,000
525
$6.75K ﹤0.01%
300
-200
19 20
21
22 23