We are live on ! Find out more
WIM

Westside Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 28.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.4M
AUM Growth
+$241K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Sells

1 +$2.11M
2 +$1.26M
3 +$1.25M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$368K
5
AMZN icon
Amazon
AMZN
+$348K

Sector Composition

1 Technology 20.28%
2 Industrials 10.26%
3 Communication Services 8.52%
4 Healthcare 7.92%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$12 ﹤0.01%
36
502
$12 ﹤0.01%
203
503
$12 ﹤0.01%
49
504
$12 ﹤0.01%
27
505
$11 ﹤0.01%
199
506
$11 ﹤0.01%
595
507
$11 ﹤0.01%
474
+387
508
$11 ﹤0.01%
393
509
$11 ﹤0.01%
33
510
$11 ﹤0.01%
511
511
$11 ﹤0.01%
227
+66
512
$11 ﹤0.01%
1,400
+40
513
$11 ﹤0.01%
125
514
$11 ﹤0.01%
107
515
$11 ﹤0.01%
270
516
$11 ﹤0.01%
273
517
$11 ﹤0.01%
201
518
$10 ﹤0.01%
182
519
$10 ﹤0.01%
83
520
$10 ﹤0.01%
+250
521
$10 ﹤0.01%
184
522
$10 ﹤0.01%
486
523
$10 ﹤0.01%
172
524
$10 ﹤0.01%
134
525
$10 ﹤0.01%
385