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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2.32K ﹤0.01%
4
+1
702
$2.29K ﹤0.01%
62
703
$2.26K ﹤0.01%
192
704
$2.25K ﹤0.01%
+60
705
$2.25K ﹤0.01%
+100
706
$2.21K ﹤0.01%
115
707
$2.15K ﹤0.01%
+65
708
$2.09K ﹤0.01%
+300
709
$2.09K ﹤0.01%
50
710
$2.07K ﹤0.01%
+100
711
$2.03K ﹤0.01%
+55
712
$2.03K ﹤0.01%
+250
713
$1.99K ﹤0.01%
+100
714
$1.97K ﹤0.01%
300
715
$1.95K ﹤0.01%
100
-175
716
$1.95K ﹤0.01%
23
-14
717
$1.86K ﹤0.01%
200
718
$1.75K ﹤0.01%
76
+1
719
$1.75K ﹤0.01%
+833
720
$1.75K ﹤0.01%
26
721
$1.7K ﹤0.01%
36
722
$1.63K ﹤0.01%
65
-50
723
$1.56K ﹤0.01%
47
724
$1.56K ﹤0.01%
+1,200
725
$1.54K ﹤0.01%
382
27 28
29
30 31