WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$4.21M
3
+$1.92M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.89M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.64M

Top Sells

1
+$8.56M
2
+$2.86M
3
+$2.35M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M

Sector Composition

1 Technology 40.36%
2 Industrials 8.19%
3 Healthcare 7.3%
4 Consumer Discretionary 3.7%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$8.16K ﹤0.01%
150
527
$8.07K ﹤0.01%
59
528
$7.97K ﹤0.01%
309
529
$7.8K ﹤0.01%
269
530
$7.66K ﹤0.01%
422
531
$7.65K ﹤0.01%
268
532
$7.64K ﹤0.01%
88
533
$7.64K ﹤0.01%
184
534
$7.57K ﹤0.01%
475
535
$7.55K ﹤0.01%
150
536
$7.49K ﹤0.01%
52
537
$7.46K ﹤0.01%
300
538
$7.41K ﹤0.01%
81
539
$7.36K ﹤0.01%
400
540
$7.23K ﹤0.01%
145
541
$7.18K ﹤0.01%
511
542
$7.18K ﹤0.01%
89
-44
543
$7.11K ﹤0.01%
336
544
$7.09K ﹤0.01%
152
545
$6.98K ﹤0.01%
+65
546
$6.95K ﹤0.01%
480
547
$6.9K ﹤0.01%
401
+100
548
$6.87K ﹤0.01%
168
549
$6.87K ﹤0.01%
362
-2
550
$6.85K ﹤0.01%
114
20 21
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