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
$44.2M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$150K
2
+$133K
3
+$103K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$96.4K
5
ARKK icon
ARK Innovation ETF
ARKK
+$78.5K

Top Sells

1
+$831K
2
+$99K
3
+$80.6K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$72K
5
AMZN icon
Amazon
AMZN
+$64.9K

Sector Composition

1 Technology 23.48%
2 Industrials 9.51%
3 Communication Services 7.79%
4 Consumer Discretionary 7.69%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$14 ﹤0.01%
130
502
$14 ﹤0.01%
+175
503
$14 ﹤0.01%
513
+168
504
$13 ﹤0.01%
+920
505
$13 ﹤0.01%
580
506
$13 ﹤0.01%
76
-14
507
$13 ﹤0.01%
52
-17
508
$13 ﹤0.01%
54
509
$13 ﹤0.01%
+2,945
510
$13 ﹤0.01%
400
511
$13 ﹤0.01%
241
512
$13 ﹤0.01%
100
513
$13 ﹤0.01%
224
-150
514
$13 ﹤0.01%
99
515
$13 ﹤0.01%
145
516
$13 ﹤0.01%
397
517
$12 ﹤0.01%
352
+1
518
$12 ﹤0.01%
100
519
$12 ﹤0.01%
80
-21
520
$12 ﹤0.01%
100
521
$12 ﹤0.01%
+478
522
$12 ﹤0.01%
+549
523
$12 ﹤0.01%
162
524
$12 ﹤0.01%
175
-21
525
$12 ﹤0.01%
614
19 20
21
22 23