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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$9.23K ﹤0.01%
520
552
$9.2K ﹤0.01%
400
553
$9.18K ﹤0.01%
210
554
$9.17K ﹤0.01%
152
555
$9.15K ﹤0.01%
500
556
$9.1K ﹤0.01%
1,200
557
$9.03K ﹤0.01%
273
558
$8.99K ﹤0.01%
86
+1
559
$8.99K ﹤0.01%
50
560
$8.89K ﹤0.01%
614
561
$8.89K ﹤0.01%
39
562
$8.87K ﹤0.01%
205
-180
563
$8.73K ﹤0.01%
30
564
$8.71K ﹤0.01%
250
565
$8.69K ﹤0.01%
2,945
566
$8.42K ﹤0.01%
100
567
$8.4K ﹤0.01%
2,290
568
$8.3K ﹤0.01%
100
569
$8.25K ﹤0.01%
180
570
$8.22K ﹤0.01%
200
571
$8.2K ﹤0.01%
4,100
572
$8.14K ﹤0.01%
100
573
$8.14K ﹤0.01%
400
574
$8.13K ﹤0.01%
425
575
$8.13K ﹤0.01%
118
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