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
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$699K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$10.7K ﹤0.01%
245
602
$10.7K ﹤0.01%
155
603
$10.6K ﹤0.01%
+400
604
$10.6K ﹤0.01%
82
605
$10.5K ﹤0.01%
982
-67
606
$10.5K ﹤0.01%
100
607
$10.5K ﹤0.01%
24
608
$10.4K ﹤0.01%
350
609
$10.2K ﹤0.01%
130
610
$10.2K ﹤0.01%
1,020
611
$10.2K ﹤0.01%
170
612
$10.1K ﹤0.01%
279
613
$9.94K ﹤0.01%
800
-211
614
$9.93K ﹤0.01%
+100
615
$9.73K ﹤0.01%
100
616
$9.59K ﹤0.01%
250
617
$9.54K ﹤0.01%
461
618
$9.53K ﹤0.01%
+50
619
$9.45K ﹤0.01%
32
+1
620
$9.25K ﹤0.01%
430
621
$9.11K ﹤0.01%
180
622
$9.03K ﹤0.01%
100
623
$8.99K ﹤0.01%
11
624
$8.9K ﹤0.01%
323
625
$8.8K ﹤0.01%
214
23 24
25
26 27