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
$45.6M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$129K
3
+$126K
4
DASH icon
DoorDash
DASH
+$115K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$111K

Top Sells

1
+$1.63M
2
+$957K
3
+$338K
4
AAPL icon
Apple
AAPL
+$247K
5
ABBV icon
AbbVie
ABBV
+$51K

Sector Composition

1 Technology 23.02%
2 Industrials 9.32%
3 Communication Services 7.5%
4 Consumer Discretionary 7.49%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$8 ﹤0.01%
200
577
$8 ﹤0.01%
28
578
$8 ﹤0.01%
175
579
$8 ﹤0.01%
50
580
$8 ﹤0.01%
100
581
$8 ﹤0.01%
23
582
$8 ﹤0.01%
200
-150
583
$8 ﹤0.01%
225
+150
584
$8 ﹤0.01%
83
+1
585
$8 ﹤0.01%
248
+1
586
$8 ﹤0.01%
480
587
$7 ﹤0.01%
+650
588
$7 ﹤0.01%
141
589
$7 ﹤0.01%
30
590
$7 ﹤0.01%
166
591
$7 ﹤0.01%
69
+5
592
$7 ﹤0.01%
130
+80
593
$7 ﹤0.01%
75
594
$7 ﹤0.01%
348
595
$7 ﹤0.01%
302
596
$7 ﹤0.01%
50
-50
597
$7 ﹤0.01%
279
+1
598
$7 ﹤0.01%
100
599
$7 ﹤0.01%
400
600
$6 ﹤0.01%
76
22 23
24
25 26