WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$14.2M
3
+$7.76M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$4.01M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.31M

Top Sells

1
+$8.56M
2
+$2.91M
3
+$1.94M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.6M

Sector Composition

1 Technology 40.36%
2 Industrials 8.19%
3 Healthcare 7.3%
4 Consumer Discretionary 3.7%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$4.27K ﹤0.01%
115
-167
602
$4.26K ﹤0.01%
200
603
$4.24K ﹤0.01%
62
604
$4.23K ﹤0.01%
100
605
$4.22K ﹤0.01%
1,654
+1,011
606
$4.2K ﹤0.01%
113
607
$4.19K ﹤0.01%
376
-219
608
$4.18K ﹤0.01%
27
609
$4.15K ﹤0.01%
183
-95
610
$4.15K ﹤0.01%
105
611
$4.13K ﹤0.01%
+100
612
$4.11K ﹤0.01%
200
613
$4.09K ﹤0.01%
66
614
$3.96K ﹤0.01%
74
-41
615
$3.87K ﹤0.01%
156
-1
616
$3.85K ﹤0.01%
122
-1
617
$3.84K ﹤0.01%
540
618
$3.83K ﹤0.01%
100
619
$3.81K ﹤0.01%
10
620
$3.77K ﹤0.01%
164
621
$3.7K ﹤0.01%
155
622
$3.66K ﹤0.01%
100
-100
623
$3.63K ﹤0.01%
300
624
$3.61K ﹤0.01%
266
625
$3.59K ﹤0.01%
200
23 24
25
26 27