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
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$699K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$19.8K ﹤0.01%
1,301
502
$19.7K ﹤0.01%
300
503
$19.5K ﹤0.01%
278
+1
504
$19.4K ﹤0.01%
88
505
$19.3K ﹤0.01%
505
506
$19.2K ﹤0.01%
241
507
$19.1K ﹤0.01%
92
508
$19K ﹤0.01%
700
509
$18.9K ﹤0.01%
228
510
$18.9K ﹤0.01%
509
511
$18.9K ﹤0.01%
199
512
$18.8K ﹤0.01%
150
513
$18.7K ﹤0.01%
1,500
+500
514
$18.6K ﹤0.01%
600
515
$18.6K ﹤0.01%
306
+3
516
$18.6K ﹤0.01%
1,552
+4
517
$18.5K ﹤0.01%
92
518
$18.4K ﹤0.01%
142
+117
519
$18.4K ﹤0.01%
227
520
$18.3K ﹤0.01%
640
521
$18.1K ﹤0.01%
431
+116
522
$18.1K ﹤0.01%
1,865
523
$18.1K ﹤0.01%
97
+88
524
$18K ﹤0.01%
239
525
$17.9K ﹤0.01%
260
19 20
21
22 23