WIM
Westside Investment Management Portfolio holdings
AUM
$539M
1-Year Return
24.46%
This Quarter Return
+9.12%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$341M
AUM Growth
+$300M
(+739%)
Cap. Flow
-$3.59M
Cap. Flow
% of AUM
-1.05%
Top 10 Holdings %
Top 10 Hldgs %
25.95%
Holding
861
New
15
Increased
129
Reduced
143
Closed
22
Top Buys
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$1.05M |
| 2 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$1.03M |
| 3 |
Harrow
HROW
|
$830K |
| 4 |
United Rentals
URI
|
$769K |
| 5 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$713K |
Sector Composition
| 1 | Technology | 16.11% |
| 2 | Healthcare | 9.06% |
| 3 | Industrials | 6.84% |
| 4 | Communication Services | 4.53% |
| 5 | Consumer Discretionary | 4.32% |
