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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3.67K ﹤0.01%
100
677
$3.62K ﹤0.01%
28
678
$3.62K ﹤0.01%
198
679
$3.59K ﹤0.01%
25
680
$3.55K ﹤0.01%
422
681
$3.54K ﹤0.01%
500
682
$3.49K ﹤0.01%
38
-3,852
683
$3.48K ﹤0.01%
180
684
$3.46K ﹤0.01%
200
685
$3.46K ﹤0.01%
111
686
$3.43K ﹤0.01%
+128
687
$3.42K ﹤0.01%
1,200
688
$3.42K ﹤0.01%
70
689
$3.41K ﹤0.01%
26
690
$3.39K ﹤0.01%
225
691
$3.3K ﹤0.01%
200
692
$3.23K ﹤0.01%
200
693
$3.19K ﹤0.01%
337
-163
694
$3.16K ﹤0.01%
300
695
$3.16K ﹤0.01%
2,450
696
$3.15K ﹤0.01%
288
697
$3.14K ﹤0.01%
102
698
$3.11K ﹤0.01%
61
699
$3.11K ﹤0.01%
331
-12
700
$3.11K ﹤0.01%
128
26 27
28
29 30