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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2.08K ﹤0.01%
300
-1,385
627
$2.06K ﹤0.01%
20
-181
628
$2.03K ﹤0.01%
47
629
$2.02K ﹤0.01%
52
630
$1.95K ﹤0.01%
+63
631
$1.92K ﹤0.01%
12
632
$1.83K ﹤0.01%
1,000
633
$1.71K ﹤0.01%
55
634
$1.71K ﹤0.01%
279
635
$1.69K ﹤0.01%
94
636
$1.58K ﹤0.01%
500
637
$1.55K ﹤0.01%
431
638
$1.45K ﹤0.01%
50
-297
639
$1.43K ﹤0.01%
55
640
$1.43K ﹤0.01%
74
641
$1.38K ﹤0.01%
250
-108
642
$1.32K ﹤0.01%
75
643
– –
0
644
$1.27K ﹤0.01%
1,200
645
$1.22K ﹤0.01%
59
646
$1.18K ﹤0.01%
31
+1
647
$1.18K ﹤0.01%
55
648
$1.17K ﹤0.01%
700
649
$883 ﹤0.01%
+43
650
$873 ﹤0.01%
150
24 25
26
27 28