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
$470M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.02M
3
+$811K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$609K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$534K

Top Sells

1
+$1.98M
2
+$468K
3
+$454K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$407K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$303K

Sector Composition

1 Technology 17.47%
2 Healthcare 8.78%
3 Industrials 6.74%
4 Communication Services 5.06%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$21.3K ﹤0.01%
950
+200
502
$21.2K ﹤0.01%
228
+23
503
$21.1K ﹤0.01%
400
504
$21K ﹤0.01%
76
505
$21K ﹤0.01%
+88
506
$20.9K ﹤0.01%
545
+4
507
$20.9K ﹤0.01%
92
508
$20.9K ﹤0.01%
+173
509
$20.7K ﹤0.01%
301
510
$20.7K ﹤0.01%
44
511
$20.7K ﹤0.01%
493
512
$20.6K ﹤0.01%
355
513
$20.6K ﹤0.01%
122
514
$20.4K ﹤0.01%
80
515
$20.3K ﹤0.01%
300
516
$20.3K ﹤0.01%
625
+250
517
$20.1K ﹤0.01%
241
518
$20K ﹤0.01%
279
519
$20K ﹤0.01%
700
520
$19.8K ﹤0.01%
505
521
$19.5K ﹤0.01%
330
522
$19.5K ﹤0.01%
400
523
$19.4K ﹤0.01%
1,300
524
$19.4K ﹤0.01%
136
525
$19.2K ﹤0.01%
600
-75
19 20
21
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