WIM
Westside Investment Management Portfolio holdings
AUM
$539M
1-Year Return
24.46%
This Quarter Return
+4.11%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$437M
AUM Growth
+$19.7M
(+4.7%)
Cap. Flow
+$7.74M
Cap. Flow
% of AUM
1.77%
Top 10 Holdings %
Top 10 Hldgs %
27.21%
Holding
1,011
New
112
Increased
198
Reduced
124
Closed
26
Top Buys
| 1 |
Capital Group Core Balanced ETF
CGBL
|
+$494K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$405K |
| 3 |
UnitedHealth
UNH
|
+$399K |
| 4 |
iShares Biotechnology ETF
IBB
|
+$371K |
| 5 |
Pulse Biosciences
PLSE
|
+$352K |
Top Sells
| 1 |
TPC
Tutor Perini Corporation
TPC
|
+$1.14M |
| 2 |
Uber
UBER
|
+$356K |
| 3 |
Northrop Grumman
NOC
|
+$353K |
| 4 |
KraneShares CSI China Internet ETF
KWEB
|
+$255K |
| 5 |
Alibaba
BABA
|
+$229K |
Sector Composition
| 1 | Technology | 18.67% |
| 2 | Healthcare | 7.74% |
| 3 | Industrials | 6.3% |
| 4 | Communication Services | 5.52% |
| 5 | Consumer Discretionary | 3.98% |
