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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$4.05K ﹤0.01%
34
652
$4.05K ﹤0.01%
65
653
$4.03K ﹤0.01%
53
654
$3.95K ﹤0.01%
514
655
$3.94K ﹤0.01%
50
656
$3.94K ﹤0.01%
+100
657
$3.92K ﹤0.01%
97
658
$3.9K ﹤0.01%
46
+1
659
$3.78K ﹤0.01%
227
+2
660
$3.77K ﹤0.01%
250
+50
661
$3.72K ﹤0.01%
39
662
$3.68K ﹤0.01%
47
663
$3.65K ﹤0.01%
+100
664
$3.64K ﹤0.01%
+60
665
$3.63K ﹤0.01%
100
666
$3.6K ﹤0.01%
+100
667
$3.49K ﹤0.01%
+100
668
$3.49K ﹤0.01%
+26
669
$3.45K ﹤0.01%
200
670
$3.42K ﹤0.01%
255
+5
671
$3.31K ﹤0.01%
52
672
$3.28K ﹤0.01%
500
-125
673
– –
0
674
$3.18K ﹤0.01%
100
675
$3.15K ﹤0.01%
150
25 26
27
28 29