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
$45.6M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$129K
3
+$126K
4
DASH icon
DoorDash
DASH
+$115K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$111K

Top Sells

1
+$1.63M
2
+$957K
3
+$338K
4
AAPL icon
Apple
AAPL
+$247K
5
ABBV icon
AbbVie
ABBV
+$51K

Sector Composition

1 Technology 23.02%
2 Industrials 9.32%
3 Communication Services 7.5%
4 Consumer Discretionary 7.49%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$6 ﹤0.01%
305
+5
602
$6 ﹤0.01%
100
603
$6 ﹤0.01%
92
604
$6 ﹤0.01%
1,200
605
$6 ﹤0.01%
1,400
-150
606
$6 ﹤0.01%
283
607
$6 ﹤0.01%
20
608
$6 ﹤0.01%
158
609
$6 ﹤0.01%
300
610
$6 ﹤0.01%
300
611
$6 ﹤0.01%
165
612
$6 ﹤0.01%
268
613
$6 ﹤0.01%
819
+41
614
$6 ﹤0.01%
225
615
$6 ﹤0.01%
84
616
$6 ﹤0.01%
102
617
$6 ﹤0.01%
512
618
$6 ﹤0.01%
130
619
$6 ﹤0.01%
200
620
$5 ﹤0.01%
38
621
$5 ﹤0.01%
118
622
$5 ﹤0.01%
28
623
$5 ﹤0.01%
97
624
$5 ﹤0.01%
50
625
$5 ﹤0.01%
350
23 24
25
26 27