WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.15M
3
+$2.54M
4
GLD icon
SPDR Gold Trust
GLD
+$1.91M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.4M

Top Sells

1
+$11.2M
2
+$10.1M
3
+$3.27M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.12M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 38.77%
2 Industrials 8.71%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$4.05K ﹤0.01%
65
652
$4.03K ﹤0.01%
53
653
$3.95K ﹤0.01%
514
654
$3.94K ﹤0.01%
50
655
$3.94K ﹤0.01%
+100
656
$3.92K ﹤0.01%
97
657
$3.9K ﹤0.01%
46
+1
658
$3.78K ﹤0.01%
227
+2
659
$3.77K ﹤0.01%
250
+50
660
$3.72K ﹤0.01%
39
661
$3.68K ﹤0.01%
47
662
$3.65K ﹤0.01%
+100
663
$3.64K ﹤0.01%
+60
664
$3.63K ﹤0.01%
100
665
$3.6K ﹤0.01%
+100
666
$3.49K ﹤0.01%
+100
667
$3.49K ﹤0.01%
+26
668
$3.45K ﹤0.01%
200
669
$3.42K ﹤0.01%
255
+5
670
$3.31K ﹤0.01%
52
671
$3.28K ﹤0.01%
500
-125
672
– –
0
673
$3.18K ﹤0.01%
100
674
$3.15K ﹤0.01%
150
675
$3.07K ﹤0.01%
119
25 26
27
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