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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.15M
3
+$2.54M
4
GLD icon
SPDR Gold Trust
GLD
+$1.91M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.4M

Top Sells

1
+$11.2M
2
+$10.1M
3
+$3.27M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.12M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 38.77%
2 Industrials 8.71%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3.03K ﹤0.01%
+52
677
$3.02K ﹤0.01%
100
678
$2.99K ﹤0.01%
40
679
$2.88K ﹤0.01%
200
-3,580
680
$2.86K ﹤0.01%
1,700
681
$2.84K ﹤0.01%
+497
682
$2.82K ﹤0.01%
+200
683
$2.79K ﹤0.01%
108
684
$2.78K ﹤0.01%
1,000
685
$2.73K ﹤0.01%
+26
686
$2.73K ﹤0.01%
263
687
$2.7K ﹤0.01%
150
688
$2.68K ﹤0.01%
+63
689
$2.68K ﹤0.01%
+100
690
$2.66K ﹤0.01%
30
691
$2.65K ﹤0.01%
+50
692
$2.6K ﹤0.01%
233
693
$2.56K ﹤0.01%
38
694
$2.48K ﹤0.01%
155
695
$2.42K ﹤0.01%
2
696
$2.4K ﹤0.01%
+40
697
$2.4K ﹤0.01%
126
698
$2.38K ﹤0.01%
+200
699
$2.33K ﹤0.01%
+100
700
$2.32K ﹤0.01%
4
+1
26 27
28
29 30