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
$313M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$4.21M
3
+$1.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.89M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.64M

Top Sells

1
+$8.56M
2
+$2.86M
3
+$2.35M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M

Sector Composition

1 Technology 40.77%
2 Industrials 7.78%
3 Healthcare 7.3%
4 Consumer Discretionary 3.7%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$6.81K ﹤0.01%
300
+150
552
$6.78K ﹤0.01%
100
553
$6.69K ﹤0.01%
100
-35
554
$6.64K ﹤0.01%
722
-1
555
$6.64K ﹤0.01%
25
556
$6.64K ﹤0.01%
256
-244
557
$6.62K ﹤0.01%
138
+36
558
$6.52K ﹤0.01%
121
-41
559
$6.51K ﹤0.01%
83
560
$6.46K ﹤0.01%
40
561
$6.39K ﹤0.01%
198
562
$6.36K ﹤0.01%
251
563
$6.19K ﹤0.01%
+93
564
$6.17K ﹤0.01%
70
565
$6.12K ﹤0.01%
+72
566
$6.09K ﹤0.01%
314
+195
567
$6.06K ﹤0.01%
153
-147
568
$6.04K ﹤0.01%
97
569
$6K ﹤0.01%
51
570
$5.87K ﹤0.01%
100
571
$5.86K ﹤0.01%
59
572
$5.75K ﹤0.01%
192
573
$5.75K ﹤0.01%
450
+300
574
$5.75K ﹤0.01%
72
575
$5.62K ﹤0.01%
150
21 22
23
24 25