WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.15M
3
+$2.54M
4
GLD icon
SPDR Gold Trust
GLD
+$1.91M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.4M

Top Sells

1
+$11.2M
2
+$10.1M
3
+$3.27M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.12M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 38.77%
2 Industrials 8.71%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$7.27K ﹤0.01%
300
577
$7.24K ﹤0.01%
+150
578
$7.24K ﹤0.01%
329
579
$6.98K ﹤0.01%
+152
580
$6.93K ﹤0.01%
68
581
$6.91K ﹤0.01%
+275
582
$6.9K ﹤0.01%
+184
583
$6.71K ﹤0.01%
133
584
$6.58K ﹤0.01%
113
585
$6.51K ﹤0.01%
288
586
$6.48K ﹤0.01%
81
+1
587
$6.41K ﹤0.01%
88
588
$6.4K ﹤0.01%
88
+1
589
$6.31K ﹤0.01%
301
590
$6.29K ﹤0.01%
145
591
$6.27K ﹤0.01%
52
592
$6.25K ﹤0.01%
86
-39
593
$6.21K ﹤0.01%
66
+12
594
$6.21K ﹤0.01%
480
595
$6.13K ﹤0.01%
100
-200
596
$6.06K ﹤0.01%
+26
597
$6.02K ﹤0.01%
+300
598
$6.02K ﹤0.01%
+200
599
$5.98K ﹤0.01%
4,636
600
$5.92K ﹤0.01%
400
22 23
24
25 26