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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$5.19K ﹤0.01%
71
-35
552
$5.07K ﹤0.01%
+100
553
$5.06K ﹤0.01%
150
554
$4.86K ﹤0.01%
40
555
$4.84K ﹤0.01%
100
-1,255
556
$4.77K ﹤0.01%
90
+3
557
$4.75K ﹤0.01%
97
558
$4.75K ﹤0.01%
722
559
$4.75K ﹤0.01%
475
560
$4.71K ﹤0.01%
150
561
$4.71K ﹤0.01%
70
562
$4.52K ﹤0.01%
+50
563
$4.45K ﹤0.01%
225
564
$4.42K ﹤0.01%
87
565
$4.41K ﹤0.01%
332
+140
566
$4.41K ﹤0.01%
250
567
$4.34K ﹤0.01%
30
568
$4.31K ﹤0.01%
100
569
$4.22K ﹤0.01%
113
570
$4.19K ﹤0.01%
+200
571
$4.12K ﹤0.01%
158
+2
572
$4.11K ﹤0.01%
150
573
$4.03K ﹤0.01%
125
+3
574
$4.02K ﹤0.01%
+270
575
$3.95K ﹤0.01%
514
21 22
23
24 25