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
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$699K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$13.1K ﹤0.01%
176
577
$13.1K ﹤0.01%
100
578
$12.8K ﹤0.01%
141
579
$12.6K ﹤0.01%
+1,000
580
$12.6K ﹤0.01%
75
581
$12.5K ﹤0.01%
162
582
$12.5K ﹤0.01%
+150
583
$12.4K ﹤0.01%
88
584
$12.4K ﹤0.01%
21
585
$12.3K ﹤0.01%
158
586
$12.2K ﹤0.01%
76
-29
587
$12.1K ﹤0.01%
96
588
$11.9K ﹤0.01%
50
589
$11.8K ﹤0.01%
210
590
$11.8K ﹤0.01%
126
591
$11.4K ﹤0.01%
200
592
$11.2K ﹤0.01%
24
593
$11.2K ﹤0.01%
178
-25
594
$11.2K ﹤0.01%
205
595
$11K ﹤0.01%
100
596
$11K ﹤0.01%
100
597
$10.9K ﹤0.01%
183
598
$10.9K ﹤0.01%
551
+97
599
$10.8K ﹤0.01%
118
-675
600
$10.7K ﹤0.01%
16,350
-1,800
22 23
24
25 26