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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$8.55M
3
+$3.62M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.34M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.66M

Top Sells

1
+$31.7M
2
+$13M
3
+$7.29M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.9M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.15M

Sector Composition

1 Technology 36.24%
2 Industrials 7.79%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$6.7K ﹤0.01%
442
527
$6.67K ﹤0.01%
+26
528
$6.66K ﹤0.01%
88
529
$6.41K ﹤0.01%
152
530
$6.4K ﹤0.01%
5,160
531
$6.37K ﹤0.01%
108
532
$6.22K ﹤0.01%
+187
533
$6.17K ﹤0.01%
184
534
$6.13K ﹤0.01%
300
+200
535
$6.1K ﹤0.01%
466
+104
536
$6.08K ﹤0.01%
100
537
$5.97K ﹤0.01%
300
538
$5.96K ﹤0.01%
83
539
$5.89K ﹤0.01%
100
540
$5.81K ﹤0.01%
422
541
$5.71K ﹤0.01%
+550
542
$5.67K ﹤0.01%
50
543
$5.67K ﹤0.01%
+215
544
$5.67K ﹤0.01%
59
545
$5.65K ﹤0.01%
+198
546
$5.52K ﹤0.01%
+659
547
$5.41K ﹤0.01%
145
548
$5.35K ﹤0.01%
337
+1
549
$5.3K ﹤0.01%
200
550
$5.21K ﹤0.01%
+109
20 21
22
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