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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.88K ﹤0.01%
100
602
$2.86K ﹤0.01%
100
603
$2.84K ﹤0.01%
165
-1,489
604
$2.84K ﹤0.01%
+30
605
$2.8K ﹤0.01%
+100
606
$2.8K ﹤0.01%
100
607
$2.78K ﹤0.01%
108
608
$2.7K ﹤0.01%
+100
609
$2.68K ﹤0.01%
36
-45
610
$2.6K ﹤0.01%
540
611
$2.56K ﹤0.01%
266
612
$2.53K ﹤0.01%
200
613
$2.52K ﹤0.01%
100
614
$2.51K ﹤0.01%
200
615
$2.44K ﹤0.01%
400
616
$2.44K ﹤0.01%
182
617
$2.36K ﹤0.01%
233
618
$2.35K ﹤0.01%
62
619
$2.35K ﹤0.01%
56
620
$2.22K ﹤0.01%
155
621
$2.2K ﹤0.01%
300
622
$2.16K ﹤0.01%
190
623
$2.13K ﹤0.01%
100
624
$2.12K ﹤0.01%
84
625
$2.12K ﹤0.01%
175
23 24
25
26 27