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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5.92K ﹤0.01%
400
602
$5.9K ﹤0.01%
150
603
$5.88K ﹤0.01%
101
604
$5.85K ﹤0.01%
88
605
$5.82K ﹤0.01%
150
606
$5.79K ﹤0.01%
200
-500
607
$5.75K ﹤0.01%
+400
608
$5.71K ﹤0.01%
+68
609
$5.7K ﹤0.01%
511
610
$5.66K ﹤0.01%
71
611
$5.63K ﹤0.01%
+20
612
$5.62K ﹤0.01%
+300
613
$5.55K ﹤0.01%
+600
614
$5.46K ﹤0.01%
+181
615
$5.39K ﹤0.01%
+265
616
$5.34K ﹤0.01%
108
617
$5.33K ﹤0.01%
39
618
$5.32K ﹤0.01%
59
619
$5.29K ﹤0.01%
413
+125
620
$5.23K ﹤0.01%
101
621
$5.21K ﹤0.01%
+300
622
$5.2K ﹤0.01%
74
623
$5.2K ﹤0.01%
39
624
$5.07K ﹤0.01%
+99
625
$5.06K ﹤0.01%
+54
23 24
25
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