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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$8.55M
3
+$3.62M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.34M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.66M

Top Sells

1
+$31.7M
2
+$13M
3
+$7.29M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.9M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.15M

Sector Composition

1 Technology 36.24%
2 Industrials 7.79%
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
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