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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$851 ﹤0.01%
15
652
$803 ﹤0.01%
4
-6
653
$799 ﹤0.01%
132
654
$793 ﹤0.01%
21
655
$720 ﹤0.01%
15
656
$711 ﹤0.01%
100
657
$685 ﹤0.01%
243
658
– –
0
659
$670 ﹤0.01%
22
660
$659 ﹤0.01%
25
661
$623 ﹤0.01%
62
662
$576 ﹤0.01%
9
663
$544 ﹤0.01%
48
-794
664
$522 ﹤0.01%
1
665
$504 ﹤0.01%
12
666
$472 ﹤0.01%
200
667
$471 ﹤0.01%
21
668
$465 ﹤0.01%
40
669
$464 ﹤0.01%
200
670
$436 ﹤0.01%
500
671
$320 ﹤0.01%
26
-16
672
$311 ﹤0.01%
12
673
$261 ﹤0.01%
111
674
$206 ﹤0.01%
35
675
$167 ﹤0.01%
300
25 26
27
28 29