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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$8.12K ﹤0.01%
392
577
$8.1K ﹤0.01%
480
578
$7.97K ﹤0.01%
114
579
$7.89K ﹤0.01%
294
580
$7.81K ﹤0.01%
100
581
$7.79K ﹤0.01%
134
582
$7.77K ﹤0.01%
511
583
$7.74K ﹤0.01%
43
584
$7.73K ﹤0.01%
75
585
$7.73K ﹤0.01%
+804
586
$7.71K ﹤0.01%
454
587
$7.71K ﹤0.01%
704
588
$7.54K ﹤0.01%
109
589
$7.53K ﹤0.01%
160
590
$7.46K ﹤0.01%
348
591
$7.43K ﹤0.01%
107
592
$7.39K ﹤0.01%
100
593
$7.23K ﹤0.01%
302
594
$7.2K ﹤0.01%
102
595
$7.16K ﹤0.01%
48
596
$7.15K ﹤0.01%
575
+475
597
$7.12K ﹤0.01%
350
598
$7.11K ﹤0.01%
61
599
$7.08K ﹤0.01%
50
600
$7.04K ﹤0.01%
158
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