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
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$699K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$6.1K ﹤0.01%
2,000
677
$6.06K ﹤0.01%
2,000
+750
678
$5.99K ﹤0.01%
180
679
$5.92K ﹤0.01%
150
-255
680
$5.92K ﹤0.01%
+50
681
$5.89K ﹤0.01%
65
682
$5.75K ﹤0.01%
225
683
$5.69K ﹤0.01%
200
684
$5.68K ﹤0.01%
200
685
$5.63K ﹤0.01%
11
686
$5.62K ﹤0.01%
+238
687
$5.43K ﹤0.01%
179
688
$5.42K ﹤0.01%
18
-28
689
$5.41K ﹤0.01%
422
690
$5.37K ﹤0.01%
140
691
$5.25K ﹤0.01%
32
692
$5.24K ﹤0.01%
25
693
$5.22K ﹤0.01%
400
694
$5.21K ﹤0.01%
100
695
$5.18K ﹤0.01%
265
696
$5.15K ﹤0.01%
100
697
$5.04K ﹤0.01%
+33
698
$5K ﹤0.01%
+50
699
$4.96K ﹤0.01%
142
700
$4.78K ﹤0.01%
137
-25
26 27
28
29 30