WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.15M
3
+$2.54M
4
GLD icon
SPDR Gold Trust
GLD
+$1.91M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.4M

Top Sells

1
+$11.2M
2
+$10.1M
3
+$3.27M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.12M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 38.77%
2 Industrials 8.71%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$9.18K ﹤0.01%
107
527
$9.16K ﹤0.01%
1
528
$9.1K ﹤0.01%
+484
529
$9.08K ﹤0.01%
88
-12
530
$9.04K ﹤0.01%
224
-60
531
$9.03K ﹤0.01%
+723
532
$8.93K ﹤0.01%
422
-1,438
533
$8.89K ﹤0.01%
40
534
$8.84K ﹤0.01%
131
535
$8.83K ﹤0.01%
268
+243
536
$8.8K ﹤0.01%
340
537
$8.79K ﹤0.01%
187
538
$8.78K ﹤0.01%
65
539
$8.71K ﹤0.01%
57
540
$8.7K ﹤0.01%
+242
541
$8.66K ﹤0.01%
+510
542
$8.66K ﹤0.01%
150
543
$8.65K ﹤0.01%
+300
544
$8.62K ﹤0.01%
115
545
$8.61K ﹤0.01%
+296
546
$8.56K ﹤0.01%
60
+9
547
$8.56K ﹤0.01%
200
-1,165
548
$8.55K ﹤0.01%
268
+47
549
$8.51K ﹤0.01%
363
550
$8.43K ﹤0.01%
138
+75
20 21
22
23 24