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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3.07K ﹤0.01%
119
677
$3.03K ﹤0.01%
+52
678
$3.02K ﹤0.01%
100
679
$2.99K ﹤0.01%
40
680
$2.88K ﹤0.01%
200
-3,580
681
$2.86K ﹤0.01%
1,700
682
$2.84K ﹤0.01%
+497
683
$2.82K ﹤0.01%
+200
684
$2.79K ﹤0.01%
108
685
$2.78K ﹤0.01%
1,000
686
$2.73K ﹤0.01%
+26
687
$2.73K ﹤0.01%
263
688
$2.7K ﹤0.01%
150
689
$2.68K ﹤0.01%
+63
690
$2.68K ﹤0.01%
+100
691
$2.66K ﹤0.01%
30
692
$2.65K ﹤0.01%
+50
693
$2.6K ﹤0.01%
233
694
$2.56K ﹤0.01%
38
695
$2.48K ﹤0.01%
155
696
$2.42K ﹤0.01%
2
697
$2.4K ﹤0.01%
+40
698
$2.4K ﹤0.01%
126
699
$2.38K ﹤0.01%
+200
700
$2.33K ﹤0.01%
+100
26 27
28
29 30