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WIM

Westside Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 28.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.4%
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
855
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$8.55M
3
+$3.62M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.34M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.66M

Top Sells

1
+$31.7M
2
+$13M
3
+$7.29M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.9M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.15M

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
– –
-111
690
– –
-787
691
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-403
692
– –
-55
693
– –
-1,052
694
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-243
695
– –
-9
696
– –
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697
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698
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-740
699
– –
-1,000
700
– –
0
26 27
28
29 30