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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5.75K ﹤0.01%
+200
627
$5.73K ﹤0.01%
76
-78
628
$5.72K ﹤0.01%
70
629
$5.7K ﹤0.01%
900
630
$5.69K ﹤0.01%
100
631
$5.69K ﹤0.01%
1,200
632
$5.62K ﹤0.01%
950
+23
633
$5.52K ﹤0.01%
509
634
$5.51K ﹤0.01%
104
635
$5.42K ﹤0.01%
300
+200
636
$5.36K ﹤0.01%
65
637
$5.32K ﹤0.01%
50
638
$5.28K ﹤0.01%
100
639
$5.2K ﹤0.01%
2,000
640
$5.17K ﹤0.01%
77
641
$5.08K ﹤0.01%
100
+50
642
$5.07K ﹤0.01%
1,500
643
$5.07K ﹤0.01%
180
644
$5.06K ﹤0.01%
107
645
$4.94K ﹤0.01%
200
646
$4.92K ﹤0.01%
85
647
$4.9K ﹤0.01%
497
648
$4.86K ﹤0.01%
400
649
$4.76K ﹤0.01%
+57
650
$4.7K ﹤0.01%
200
+100
24 25
26
27 28