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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$13K ﹤0.01%
220
502
$13K ﹤0.01%
400
503
$13K ﹤0.01%
220
504
$12.8K ﹤0.01%
475
505
$12.8K ﹤0.01%
1,600
506
$12.7K ﹤0.01%
600
+200
507
$12.7K ﹤0.01%
150
508
$12.3K ﹤0.01%
1,500
-114
509
$12.3K ﹤0.01%
300
510
$12.1K ﹤0.01%
1,020
-25
511
$12.1K ﹤0.01%
100
512
$12K ﹤0.01%
150
513
$12K ﹤0.01%
83
514
$11.8K ﹤0.01%
17,000
515
$11.8K ﹤0.01%
125
516
$11.7K ﹤0.01%
231
517
$11.4K ﹤0.01%
450
-148
518
$11.4K ﹤0.01%
300
519
$11.4K ﹤0.01%
126
520
$11.1K ﹤0.01%
280
-80
521
$11K ﹤0.01%
989
522
$11K ﹤0.01%
150
523
$10.9K ﹤0.01%
168
524
$10.9K ﹤0.01%
88
525
$10.8K ﹤0.01%
625
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