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
$470M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.02M
3
+$811K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$609K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$534K

Top Sells

1
+$1.98M
2
+$468K
3
+$454K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$407K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$303K

Sector Composition

1 Technology 17.47%
2 Healthcare 8.78%
3 Industrials 6.74%
4 Communication Services 5.06%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$19.2K ﹤0.01%
300
-75
527
$18.7K ﹤0.01%
239
528
$18.6K ﹤0.01%
500
529
$18.6K ﹤0.01%
600
530
$18.4K ﹤0.01%
260
531
$17.7K ﹤0.01%
224
+1
532
$17.7K ﹤0.01%
20
533
$17.6K ﹤0.01%
200
-28
534
$17.5K ﹤0.01%
23
-69
535
$17.1K ﹤0.01%
363
536
$17.1K ﹤0.01%
1,865
537
$16.9K ﹤0.01%
300
538
$16.6K ﹤0.01%
105
539
$16.6K ﹤0.01%
158
540
$16.4K ﹤0.01%
386
541
$16.4K ﹤0.01%
1,545
-317
542
$16.2K ﹤0.01%
100
543
$16.1K ﹤0.01%
625
544
$16.1K ﹤0.01%
213
-55
545
$16.1K ﹤0.01%
359
-100
546
$15.9K ﹤0.01%
549
547
$15.8K ﹤0.01%
300
548
$15.8K ﹤0.01%
145
549
$15.7K ﹤0.01%
346
-331
550
$15.7K ﹤0.01%
145
20 21
22
23 24