WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.24%
2 Industrials 7.79%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$160 ﹤0.01%
+10,000
677
$132 ﹤0.01%
1
678
$131 ﹤0.01%
10
679
$121 ﹤0.01%
5
680
$102 ﹤0.01%
9
681
$89 ﹤0.01%
20
682
$82 ﹤0.01%
30
683
$31 ﹤0.01%
+5
684
$27 ﹤0.01%
8
685
$9 ﹤0.01%
+1
686
– –
0
687
$1 ﹤0.01%
2
688
– –
0
689
– –
-1,000
690
– –
-632
691
– –
-550
692
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-9
693
– –
-243
694
– –
-1,052
695
– –
-55
696
– –
-403
697
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-787
698
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-2,500
699
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-756
700
– –
-1,100
26 27
28
29 30