WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$4.21M
3
+$1.92M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.89M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.64M

Top Sells

1
+$8.56M
2
+$2.86M
3
+$2.35M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M

Sector Composition

1 Technology 40.36%
2 Industrials 8.19%
3 Healthcare 7.3%
4 Consumer Discretionary 3.7%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3.51K ﹤0.01%
+167
627
$3.5K ﹤0.01%
50
628
$3.49K ﹤0.01%
+18
629
$3.44K ﹤0.01%
100
630
$3.44K ﹤0.01%
100
631
$3.39K ﹤0.01%
45
-155
632
$3.32K ﹤0.01%
38
633
$3.32K ﹤0.01%
190
634
$3.3K ﹤0.01%
182
635
$3.3K ﹤0.01%
148
636
$3.3K ﹤0.01%
100
637
$3.3K ﹤0.01%
50
638
$3.29K ﹤0.01%
467
+1
639
$3.21K ﹤0.01%
+133
640
$3.18K ﹤0.01%
514
641
$3.18K ﹤0.01%
52
642
$3.18K ﹤0.01%
24
643
$3.11K ﹤0.01%
200
644
$3.11K ﹤0.01%
66
645
$3.1K ﹤0.01%
108
646
$2.97K ﹤0.01%
29
647
$2.96K ﹤0.01%
100
648
$2.93K ﹤0.01%
300
649
$2.92K ﹤0.01%
38
650
$2.87K ﹤0.01%
141
24 25
26
27 28