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
$313M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$14.2M
3
+$7.76M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$4.01M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.31M

Top Sells

1
+$8.56M
2
+$2.91M
3
+$1.94M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.6M

Sector Composition

1 Technology 40.36%
2 Industrials 8.19%
3 Healthcare 7.3%
4 Consumer Discretionary 3.7%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$5.61K ﹤0.01%
87
-3
577
$5.47K ﹤0.01%
150
578
$5.47K ﹤0.01%
+67
579
$5.45K ﹤0.01%
200
580
$5.34K ﹤0.01%
250
581
$5.27K ﹤0.01%
100
582
$5.22K ﹤0.01%
52
583
$5.14K ﹤0.01%
+119
584
$5.08K ﹤0.01%
+225
585
$5.07K ﹤0.01%
108
586
$5.02K ﹤0.01%
150
587
$4.98K ﹤0.01%
109
-148
588
$4.98K ﹤0.01%
20
589
$4.91K ﹤0.01%
87
590
$4.86K ﹤0.01%
+10
591
$4.81K ﹤0.01%
45
592
$4.76K ﹤0.01%
+90
593
$4.76K ﹤0.01%
+92
594
$4.76K ﹤0.01%
175
-475
595
$4.68K ﹤0.01%
30
596
$4.66K ﹤0.01%
36
597
$4.55K ﹤0.01%
35
598
$4.51K ﹤0.01%
+438
599
$4.49K ﹤0.01%
113
600
$4.31K ﹤0.01%
78
22 23
24
25 26