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
$313M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$14.2M
3
+$7.76M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$4.01M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.31M

Top Sells

1
+$8.56M
2
+$2.91M
3
+$1.94M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.6M

Sector Composition

1 Technology 40.36%
2 Industrials 8.19%
3 Healthcare 7.3%
4 Consumer Discretionary 3.7%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2.73K ﹤0.01%
84
652
$2.72K ﹤0.01%
200
653
$2.62K ﹤0.01%
100
654
$2.6K ﹤0.01%
59
655
$2.56K ﹤0.01%
20
656
$2.53K ﹤0.01%
233
657
$2.46K ﹤0.01%
54
658
$2.39K ﹤0.01%
40
659
$2.37K ﹤0.01%
2
660
$2.35K ﹤0.01%
56
661
$2.31K ﹤0.01%
+43
662
$2.31K ﹤0.01%
43
663
$2.25K ﹤0.01%
96
664
$2.22K ﹤0.01%
52
665
$2.21K ﹤0.01%
400
666
$2.17K ﹤0.01%
24
667
$2.15K ﹤0.01%
+1,000
668
$2.12K ﹤0.01%
1,200
669
$2.12K ﹤0.01%
47
670
$2.06K ﹤0.01%
24
671
$2.06K ﹤0.01%
200
672
$1.99K ﹤0.01%
+200
673
$1.98K ﹤0.01%
+431
674
$1.8K ﹤0.01%
89
675
$1.79K ﹤0.01%
55
25 26
27
28 29