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
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$699K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$8.8K ﹤0.01%
125
627
$8.69K ﹤0.01%
100
628
$8.66K ﹤0.01%
109
629
$8.56K ﹤0.01%
750
-2,600
630
$8.41K ﹤0.01%
158
631
$8.4K ﹤0.01%
47
632
$8.3K ﹤0.01%
127
633
$8.15K ﹤0.01%
300
634
$8.12K ﹤0.01%
600
635
$8.11K ﹤0.01%
989
636
$8.02K ﹤0.01%
420
637
$8K ﹤0.01%
150
638
$7.98K ﹤0.01%
13
639
$7.98K ﹤0.01%
44
+1
640
$7.96K ﹤0.01%
550
641
$7.93K ﹤0.01%
13
642
$7.91K ﹤0.01%
3,500
+400
643
$7.9K ﹤0.01%
704
644
$7.86K ﹤0.01%
744
645
$7.83K ﹤0.01%
715
-7,200
646
$7.83K ﹤0.01%
340
+170
647
$7.8K ﹤0.01%
77
648
$7.75K ﹤0.01%
550
649
$7.75K ﹤0.01%
350
650
$7.53K ﹤0.01%
96
-22
24 25
26
27 28