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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5.03K ﹤0.01%
114
627
$5.03K ﹤0.01%
76
628
$5.01K ﹤0.01%
55
629
$4.89K ﹤0.01%
72
630
$4.84K ﹤0.01%
541
631
$4.8K ﹤0.01%
202
632
$4.75K ﹤0.01%
25
633
$4.74K ﹤0.01%
+150
634
$4.74K ﹤0.01%
+250
635
$4.74K ﹤0.01%
90
-23
636
$4.71K ﹤0.01%
83
+55
637
$4.68K ﹤0.01%
600
638
$4.62K ﹤0.01%
30
639
$4.54K ﹤0.01%
174
-532
640
$4.5K ﹤0.01%
105
641
$4.37K ﹤0.01%
+214
642
$4.36K ﹤0.01%
+106
643
$4.25K ﹤0.01%
44
644
$4.21K ﹤0.01%
226
-67
645
$4.19K ﹤0.01%
131
646
$4.19K ﹤0.01%
179
647
$4.18K ﹤0.01%
+532
648
$4.18K ﹤0.01%
93
649
$4.15K ﹤0.01%
220
650
$4.11K ﹤0.01%
128
+1
24 25
26
27 28