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
$470M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.02M
3
+$811K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$609K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$534K

Top Sells

1
+$1.98M
2
+$468K
3
+$454K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$407K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$303K

Sector Composition

1 Technology 17.47%
2 Healthcare 8.78%
3 Industrials 6.74%
4 Communication Services 5.06%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$15.6K ﹤0.01%
100
552
$15.4K ﹤0.01%
456
553
$15.3K ﹤0.01%
300
554
$14.7K ﹤0.01%
44
555
$14.7K ﹤0.01%
1,515
-500
556
$14.5K ﹤0.01%
100
557
$14.5K ﹤0.01%
100
-22
558
$14.1K ﹤0.01%
400
559
$13.9K ﹤0.01%
475
560
$13.8K ﹤0.01%
231
561
$13.3K ﹤0.01%
175
+1
562
$13.3K ﹤0.01%
88
563
$13.2K ﹤0.01%
1,020
564
$13.1K ﹤0.01%
82
-18
565
$13K ﹤0.01%
84
566
$13K ﹤0.01%
24
567
$13K ﹤0.01%
46
568
$13K ﹤0.01%
200
-25
569
$12.8K ﹤0.01%
614
570
$12.6K ﹤0.01%
150
571
$12.5K ﹤0.01%
1,200
572
$12.5K ﹤0.01%
60
573
$12.4K ﹤0.01%
100
574
$12.4K ﹤0.01%
50
575
$12.3K ﹤0.01%
+400
21 22
23
24 25