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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$4.61K ﹤0.01%
140
652
$4.57K ﹤0.01%
43
653
$4.51K ﹤0.01%
95
654
$4.47K ﹤0.01%
100
655
$4.47K ﹤0.01%
135
656
$4.46K ﹤0.01%
500
657
$4.41K ﹤0.01%
225
658
$4.37K ﹤0.01%
10
659
$4.37K ﹤0.01%
44
660
$4.36K ﹤0.01%
11
661
$4.35K ﹤0.01%
265
662
$4.28K ﹤0.01%
39
663
$4.28K ﹤0.01%
26
-26
664
$4.25K ﹤0.01%
142
665
$4.24K ﹤0.01%
214
666
$4.17K ﹤0.01%
283
667
$4.11K ﹤0.01%
150
668
$4.03K ﹤0.01%
30
669
$4.02K ﹤0.01%
95
670
$3.95K ﹤0.01%
200
671
$3.84K ﹤0.01%
50
672
$3.79K ﹤0.01%
218
673
$3.78K ﹤0.01%
111
674
$3.75K ﹤0.01%
250
675
$3.68K ﹤0.01%
470
25 26
27
28 29