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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Sells

1 +$30.9M
2 +$12.2M
3 +$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
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%
59
544
$5.67K ﹤0.01%
+215
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