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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$7.31K ﹤0.01%
3,250
+750
577
$7.27K ﹤0.01%
300
578
$7.24K ﹤0.01%
+150
579
$7.24K ﹤0.01%
329
580
$6.98K ﹤0.01%
+152
581
$6.93K ﹤0.01%
68
582
$6.91K ﹤0.01%
+275
583
$6.9K ﹤0.01%
+184
584
$6.71K ﹤0.01%
133
585
$6.58K ﹤0.01%
113
586
$6.51K ﹤0.01%
288
587
$6.48K ﹤0.01%
81
+1
588
$6.41K ﹤0.01%
88
589
$6.4K ﹤0.01%
88
+1
590
$6.31K ﹤0.01%
301
591
$6.29K ﹤0.01%
145
592
$6.27K ﹤0.01%
52
593
$6.25K ﹤0.01%
86
-39
594
$6.21K ﹤0.01%
66
+12
595
$6.21K ﹤0.01%
480
596
$6.13K ﹤0.01%
100
-200
597
$6.06K ﹤0.01%
+26
598
$6.02K ﹤0.01%
+300
599
$6.02K ﹤0.01%
+200
600
$5.98K ﹤0.01%
4,636
22 23
24
25 26