WIM
Westside Investment Management Portfolio holdings
AUM
$539M
1-Year Return
24.46%
This Quarter Return
-18.04%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$273M
AUM Growth
-$39.7M
(-13%)
Cap. Flow
-$15.6M
Cap. Flow
% of AUM
-5.71%
Top 10 Holdings %
Top 10 Hldgs %
51.9%
Holding
854
New
124
Increased
139
Reduced
151
Closed
162
Top Buys
| 1 |
Apple
AAPL
|
+$9.73M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$8.68M |
| 3 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$3.65M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$2.28M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.6M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$30.9M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$12.2M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.75M |
| 4 |
VanEck Agribusiness ETF
MOO
|
+$3.6M |
| 5 |
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% |
