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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$7.03K ﹤0.01%
450
602
$6.96K ﹤0.01%
126
603
$6.96K ﹤0.01%
350
604
$6.95K ﹤0.01%
96
605
$6.94K ﹤0.01%
38
606
$6.85K ﹤0.01%
+668
607
$6.83K ﹤0.01%
141
608
$6.82K ﹤0.01%
279
609
$6.77K ﹤0.01%
500
610
$6.66K ﹤0.01%
900
611
$6.63K ﹤0.01%
119
612
$6.53K ﹤0.01%
84
613
$6.3K ﹤0.01%
301
614
$6.21K ﹤0.01%
28
615
$6.17K ﹤0.01%
300
-400
616
$6.17K ﹤0.01%
183
617
$6.11K ﹤0.01%
225
618
$6.06K ﹤0.01%
100
619
$6.03K ﹤0.01%
100
620
$5.99K ﹤0.01%
650
621
$5.98K ﹤0.01%
1,300
622
$5.94K ﹤0.01%
47
623
$5.91K ﹤0.01%
68
624
$5.83K ﹤0.01%
28
625
$5.8K ﹤0.01%
92
-201
23 24
25
26 27