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
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$699K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$15.1K ﹤0.01%
173
552
$15K ﹤0.01%
44
553
$14.8K ﹤0.01%
641
-475
554
$14.8K ﹤0.01%
100
555
$14.8K ﹤0.01%
213
556
$14.8K ﹤0.01%
231
557
$14.7K ﹤0.01%
100
558
$14.6K ﹤0.01%
478
-100
559
$14.5K ﹤0.01%
30
+17
560
$14.3K ﹤0.01%
100
561
$14.2K ﹤0.01%
152
562
$14.2K ﹤0.01%
100
-36
563
$14.2K ﹤0.01%
386
564
$14.1K ﹤0.01%
346
565
$14K ﹤0.01%
458
566
$14K ﹤0.01%
450
-700
567
$13.9K ﹤0.01%
1,200
568
$13.8K ﹤0.01%
3,000
569
$13.7K ﹤0.01%
300
-540
570
$13.5K ﹤0.01%
161
571
$13.5K ﹤0.01%
402
572
$13.5K ﹤0.01%
+550
573
$13.4K ﹤0.01%
205
+130
574
$13.4K ﹤0.01%
456
575
$13.3K ﹤0.01%
84
21 22
23
24 25