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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3.94K ﹤0.01%
269
577
$3.94K ﹤0.01%
100
-53
578
$3.8K ﹤0.01%
183
579
$3.77K ﹤0.01%
200
580
$3.76K ﹤0.01%
105
581
$3.72K ﹤0.01%
+13
582
$3.72K ﹤0.01%
20
583
$3.62K ﹤0.01%
67
584
$3.57K ﹤0.01%
50
585
$3.46K ﹤0.01%
450
586
$3.46K ﹤0.01%
100
587
$3.4K ﹤0.01%
18
588
$3.34K ﹤0.01%
1,000
+800
589
$3.33K ﹤0.01%
100
590
$3.32K ﹤0.01%
+225
591
$3.31K ﹤0.01%
148
592
$3.3K ﹤0.01%
+50
593
$3.25K ﹤0.01%
+100
594
$3.25K ﹤0.01%
66
595
$3.24K ﹤0.01%
100
596
$3.16K ﹤0.01%
113
597
$3.14K ﹤0.01%
36
598
$3.11K ﹤0.01%
+100
599
$2.98K ﹤0.01%
59
-125
600
$2.9K ﹤0.01%
200
22 23
24
25 26