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
$470M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.02M
3
+$811K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$609K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$534K

Top Sells

1
+$1.98M
2
+$468K
3
+$454K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$407K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$303K

Sector Composition

1 Technology 17.47%
2 Healthcare 8.78%
3 Industrials 6.74%
4 Communication Services 5.06%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$7.44K ﹤0.01%
2,600
+1,000
652
$7.42K ﹤0.01%
400
653
$7.41K ﹤0.01%
89
+1
654
$7.4K ﹤0.01%
302
655
$7.32K ﹤0.01%
100
656
$7.22K ﹤0.01%
104
657
$7.04K ﹤0.01%
+70
658
$7.03K ﹤0.01%
500
659
$7.01K ﹤0.01%
85
660
$6.95K ﹤0.01%
13
661
$6.79K ﹤0.01%
180
662
$6.78K ﹤0.01%
3,000
-2,035
663
$6.77K ﹤0.01%
804
664
$6.74K ﹤0.01%
50
-12
665
$6.74K ﹤0.01%
30
666
$6.64K ﹤0.01%
300
667
$6.61K ﹤0.01%
249
668
$6.59K ﹤0.01%
100
669
$6.58K ﹤0.01%
13
670
$6.49K ﹤0.01%
74
671
$6.44K ﹤0.01%
107
672
$6.43K ﹤0.01%
200
673
$6.17K ﹤0.01%
92
674
$6.12K ﹤0.01%
250
-100
675
$6.08K ﹤0.01%
500
25 26
27
28 29