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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$8.43K ﹤0.01%
136
+74
552
$8.23K ﹤0.01%
+165
553
$8.11K ﹤0.01%
+423
554
$8.09K ﹤0.01%
3,400
555
$8.05K ﹤0.01%
162
556
$8.05K ﹤0.01%
270
+140
557
$8.03K ﹤0.01%
154
558
$8.02K ﹤0.01%
+486
559
$8.01K ﹤0.01%
+100
560
$7.97K ﹤0.01%
176
561
$7.92K ﹤0.01%
52
562
$7.92K ﹤0.01%
165
-61
563
$7.92K ﹤0.01%
3
564
$7.86K ﹤0.01%
+200
565
$7.8K ﹤0.01%
93
+33
566
$7.75K ﹤0.01%
63
567
$7.51K ﹤0.01%
100
568
$7.5K ﹤0.01%
353
+3
569
$7.45K ﹤0.01%
204
570
$7.42K ﹤0.01%
73
571
$7.42K ﹤0.01%
200
572
$7.41K ﹤0.01%
+81
573
$7.4K ﹤0.01%
+200
574
$7.37K ﹤0.01%
309
575
$7.34K ﹤0.01%
592
+425
21 22
23
24 25