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
$470M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1 +$1.34M
2 +$1.02M
3 +$811K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$609K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$534K

Sector Composition

1 Technology 17.47%
2 Healthcare 8.78%
3 Industrials 6.74%
4 Communication Services 5.06%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$10.4K ﹤0.01%
205
602
$10.4K ﹤0.01%
300
603
$10.3K ﹤0.01%
100
604
$10.3K ﹤0.01%
511
605
$10.2K ﹤0.01%
130
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$10.2K ﹤0.01%
118
607
$10.1K ﹤0.01%
975
608
$9.96K ﹤0.01%
430
609
$9.69K ﹤0.01%
461
610
$9.68K ﹤0.01%
43
611
$9.56K ﹤0.01%
109
612
$9.43K ﹤0.01%
31
613
$9.43K ﹤0.01%
323
-70
614
$9.41K ﹤0.01%
135
+35
615
$9.34K ﹤0.01%
454
616
$9.15K ﹤0.01%
+180
617
$9.12K ﹤0.01%
134
618
$9.1K ﹤0.01%
2,000
-500
619
$9.06K ﹤0.01%
180
620
$8.94K ﹤0.01%
214
621
$8.92K ﹤0.01%
11
622
$8.9K ﹤0.01%
150
623
$8.86K ﹤0.01%
100
624
$8.85K ﹤0.01%
162
625
$8.85K ﹤0.01%
155