WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.15M
3
+$2.54M
4
GLD icon
SPDR Gold Trust
GLD
+$1.91M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.4M

Top Sells

1
+$11.2M
2
+$10.1M
3
+$3.27M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.12M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 38.77%
2 Industrials 8.71%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5.03K ﹤0.01%
76
627
$5.01K ﹤0.01%
55
628
$4.89K ﹤0.01%
72
629
$4.84K ﹤0.01%
541
630
$4.8K ﹤0.01%
202
631
$4.75K ﹤0.01%
25
632
$4.74K ﹤0.01%
+150
633
$4.74K ﹤0.01%
+250
634
$4.74K ﹤0.01%
90
-23
635
$4.71K ﹤0.01%
83
+55
636
$4.68K ﹤0.01%
600
637
$4.62K ﹤0.01%
30
638
$4.54K ﹤0.01%
174
-532
639
$4.5K ﹤0.01%
105
640
$4.37K ﹤0.01%
+214
641
$4.36K ﹤0.01%
+106
642
$4.25K ﹤0.01%
44
643
$4.21K ﹤0.01%
226
-67
644
$4.19K ﹤0.01%
131
645
$4.19K ﹤0.01%
179
646
$4.18K ﹤0.01%
+532
647
$4.18K ﹤0.01%
93
648
$4.15K ﹤0.01%
220
649
$4.11K ﹤0.01%
128
+1
650
$4.05K ﹤0.01%
34
24 25
26
27 28