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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$9.18K ﹤0.01%
700
527
$9.18K ﹤0.01%
107
528
$9.16K ﹤0.01%
1
529
$9.1K ﹤0.01%
+484
530
$9.08K ﹤0.01%
88
-12
531
$9.04K ﹤0.01%
224
-60
532
$9.03K ﹤0.01%
+723
533
$8.93K ﹤0.01%
422
-1,438
534
$8.89K ﹤0.01%
40
535
$8.84K ﹤0.01%
131
536
$8.83K ﹤0.01%
268
+243
537
$8.8K ﹤0.01%
170
538
$8.79K ﹤0.01%
187
539
$8.78K ﹤0.01%
65
540
$8.71K ﹤0.01%
57
541
$8.7K ﹤0.01%
+242
542
$8.66K ﹤0.01%
+510
543
$8.66K ﹤0.01%
150
544
$8.65K ﹤0.01%
+300
545
$8.62K ﹤0.01%
115
546
$8.61K ﹤0.01%
+296
547
$8.56K ﹤0.01%
60
+9
548
$8.56K ﹤0.01%
200
-1,165
549
$8.55K ﹤0.01%
268
+47
550
$8.51K ﹤0.01%
363
20 21
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