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
$470M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.02M
3
+$811K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$609K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$534K

Top Sells

1
+$1.98M
2
+$468K
3
+$454K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$407K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$303K

Sector Composition

1 Technology 17.47%
2 Healthcare 8.78%
3 Industrials 6.74%
4 Communication Services 5.06%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$6.08K ﹤0.01%
65
677
$6.01K ﹤0.01%
2,600
678
$5.9K ﹤0.01%
900
679
$5.89K ﹤0.01%
12
680
$5.86K ﹤0.01%
225
681
$5.83K ﹤0.01%
250
682
$5.77K ﹤0.01%
500
683
$5.75K ﹤0.01%
450
684
$5.75K ﹤0.01%
+109
685
$5.63K ﹤0.01%
1,550
686
$5.63K ﹤0.01%
485
-12
687
$5.61K ﹤0.01%
508
688
$5.6K ﹤0.01%
200
689
$5.6K ﹤0.01%
50
690
$5.38K ﹤0.01%
140
691
$5.37K ﹤0.01%
180
692
$5.29K ﹤0.01%
135
693
$5.22K ﹤0.01%
179
694
$5.21K ﹤0.01%
600
695
$5.18K ﹤0.01%
11
696
$5.14K ﹤0.01%
1,210
697
$5.1K ﹤0.01%
22
-8
698
$5.05K ﹤0.01%
10
699
$5.05K ﹤0.01%
+100
700
$5.02K ﹤0.01%
142
26 27
28
29 30