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
$470M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1 +$1.34M
2 +$1.02M
3 +$811K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$609K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$534K

Sector Composition

1 Technology 17.47%
2 Healthcare 8.78%
3 Industrials 6.74%
4 Communication Services 5.06%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$12.2K ﹤0.01%
600
577
$12.1K ﹤0.01%
96
578
$12.1K ﹤0.01%
314
+2
579
$12K ﹤0.01%
126
580
$12K ﹤0.01%
125
581
$11.9K ﹤0.01%
170
582
$11.6K ﹤0.01%
210
583
$11.6K ﹤0.01%
65
584
$11.6K ﹤0.01%
161
-66
585
$11.5K ﹤0.01%
200
586
$11.4K ﹤0.01%
989
587
$11.4K ﹤0.01%
21
588
$11.4K ﹤0.01%
400
589
$11.4K ﹤0.01%
500
+100
590
$11.3K ﹤0.01%
100
591
$11.2K ﹤0.01%
775
592
$11.1K ﹤0.01%
75
593
$11K ﹤0.01%
39
594
$10.9K ﹤0.01%
100
595
$10.9K ﹤0.01%
100
596
$10.9K ﹤0.01%
24
597
$10.9K ﹤0.01%
480
598
$10.7K ﹤0.01%
250
599
$10.6K ﹤0.01%
141
600
$10.4K ﹤0.01%
200