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
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$699K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$7.36K ﹤0.01%
822
-1,080
652
$7.35K ﹤0.01%
302
653
$7.35K ﹤0.01%
500
654
$7.32K ﹤0.01%
30
655
$7.26K ﹤0.01%
155
656
$7.23K ﹤0.01%
100
657
$7.09K ﹤0.01%
100
658
$7.04K ﹤0.01%
100
659
$7.03K ﹤0.01%
59
660
$7.01K ﹤0.01%
104
661
$6.95K ﹤0.01%
180
662
$6.86K ﹤0.01%
2,000
663
$6.76K ﹤0.01%
508
664
$6.7K ﹤0.01%
109
665
$6.48K ﹤0.01%
3,600
666
$6.46K ﹤0.01%
804
667
$6.44K ﹤0.01%
85
668
$6.34K ﹤0.01%
100
669
$6.31K ﹤0.01%
99
670
$6.28K ﹤0.01%
111
671
$6.27K ﹤0.01%
85
672
$6.16K ﹤0.01%
180
673
$6.14K ﹤0.01%
+100
674
$6.13K ﹤0.01%
107
675
$6.13K ﹤0.01%
12
25 26
27
28 29