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
$470M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.02M
3
+$811K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$609K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$534K

Top Sells

1
+$1.98M
2
+$468K
3
+$454K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$407K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$303K

Sector Composition

1 Technology 17.47%
2 Healthcare 8.78%
3 Industrials 6.74%
4 Communication Services 5.06%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$8.76K ﹤0.01%
279
627
$8.72K ﹤0.01%
100
628
$8.69K ﹤0.01%
704
629
$8.68K ﹤0.01%
127
-25
630
$8.65K ﹤0.01%
294
631
$8.53K ﹤0.01%
1,300
632
$8.46K ﹤0.01%
100
633
$8.39K ﹤0.01%
38
634
$8.38K ﹤0.01%
230
+30
635
$8.37K ﹤0.01%
744
636
$8.37K ﹤0.01%
47
637
$8.36K ﹤0.01%
100
-100
638
$8.35K ﹤0.01%
183
639
$8.33K ﹤0.01%
1,009
640
$8.29K ﹤0.01%
13
641
$8.24K ﹤0.01%
59
-24
642
$8.07K ﹤0.01%
100
643
$8.05K ﹤0.01%
350
644
$8.05K ﹤0.01%
100
645
$7.82K ﹤0.01%
43
646
$7.75K ﹤0.01%
500
+200
647
$7.68K ﹤0.01%
+99
648
$7.58K ﹤0.01%
158
649
$7.54K ﹤0.01%
170
+136
650
$7.44K ﹤0.01%
77
24 25
26
27 28