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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$10.8K ﹤0.01%
+400
527
$10.5K ﹤0.01%
100
528
$10.3K ﹤0.01%
1,750
+250
529
$10.3K ﹤0.01%
386
530
$10.3K ﹤0.01%
100
531
$10.3K ﹤0.01%
172
532
$10.2K ﹤0.01%
487
533
$10.1K ﹤0.01%
+65
534
$10K ﹤0.01%
550
535
$9.93K ﹤0.01%
1,210
536
$9.91K ﹤0.01%
500
+100
537
$9.91K ﹤0.01%
100
538
$9.77K ﹤0.01%
130
539
$9.68K ﹤0.01%
227
540
$9.66K ﹤0.01%
100
541
$9.62K ﹤0.01%
19
-2
542
$9.55K ﹤0.01%
100
543
$9.54K ﹤0.01%
744
544
$9.53K ﹤0.01%
+700
545
$9.52K ﹤0.01%
227
546
$9.41K ﹤0.01%
600
547
$9.41K ﹤0.01%
393
548
$9.38K ﹤0.01%
210
549
$9.36K ﹤0.01%
100
550
$9.27K ﹤0.01%
205
+95
20 21
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