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
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$699K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$17.7K ﹤0.01%
248
527
$17.7K ﹤0.01%
260
528
$17.6K ﹤0.01%
36
529
$17.4K ﹤0.01%
1,020
530
$17.4K ﹤0.01%
225
+1
531
$17.2K ﹤0.01%
556
+156
532
$17K ﹤0.01%
200
533
$17K ﹤0.01%
1,520
-10,200
534
$17K ﹤0.01%
250
-14
535
$16.9K ﹤0.01%
400
536
$16.8K ﹤0.01%
363
537
$16.8K ﹤0.01%
584
+500
538
$16.7K ﹤0.01%
+1,000
539
$16.6K ﹤0.01%
549
540
$16.4K ﹤0.01%
145
541
$16.3K ﹤0.01%
359
542
$15.9K ﹤0.01%
300
543
$15.9K ﹤0.01%
614
544
$15.8K ﹤0.01%
60
545
$15.8K ﹤0.01%
256
+200
546
$15.5K ﹤0.01%
145
547
$15.4K ﹤0.01%
475
548
$15.4K ﹤0.01%
150
549
$15.4K ﹤0.01%
787
-5,116
550
$15.3K ﹤0.01%
50
-27
20 21
22
23 24