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
$313M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$14.2M
3
+$7.76M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$4.01M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.31M

Top Sells

1
+$8.56M
2
+$2.91M
3
+$1.94M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.6M

Sector Composition

1 Technology 40.36%
2 Industrials 8.19%
3 Healthcare 7.3%
4 Consumer Discretionary 3.7%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1.78K ﹤0.01%
55
677
$1.77K ﹤0.01%
12
678
$1.75K ﹤0.01%
94
679
$1.63K ﹤0.01%
59
-213
680
– –
0
681
$1.61K ﹤0.01%
243
682
$1.6K ﹤0.01%
9
683
$1.58K ﹤0.01%
75
684
$1.58K ﹤0.01%
74
685
$1.53K ﹤0.01%
30
686
$1.48K ﹤0.01%
+55
687
$1.42K ﹤0.01%
30
-1
688
$1.29K ﹤0.01%
15
689
$1.26K ﹤0.01%
500
690
$1.22K ﹤0.01%
833
691
$1.08K ﹤0.01%
100
692
$1.08K ﹤0.01%
700
693
$1.07K ﹤0.01%
500
694
$1.07K ﹤0.01%
200
695
$973 ﹤0.01%
22
-194
696
$909 ﹤0.01%
21
697
$893 ﹤0.01%
132
698
$843 ﹤0.01%
300
699
$841 ﹤0.01%
150
700
$826 ﹤0.01%
15
26 27
28
29 30