WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
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
701
$3.08K ﹤0.01%
200
702
$3.07K ﹤0.01%
22
703
$2.96K ﹤0.01%
92
704
$2.9K ﹤0.01%
37
705
$2.73K ﹤0.01%
+100
706
$2.71K ﹤0.01%
300
707
$2.67K ﹤0.01%
+500
708
$2.65K ﹤0.01%
26
709
$2.61K ﹤0.01%
38
710
$2.53K ﹤0.01%
35
711
$2.51K ﹤0.01%
47
-125
712
$2.5K ﹤0.01%
20
713
$2.48K ﹤0.01%
600
714
$2.46K ﹤0.01%
100
715
$2.31K ﹤0.01%
41
716
$2.16K ﹤0.01%
48
717
$2.13K ﹤0.01%
135
718
$1.99K ﹤0.01%
100
719
$1.96K ﹤0.01%
50
720
$1.94K ﹤0.01%
300
721
$1.92K ﹤0.01%
100
722
$1.87K ﹤0.01%
+100
723
$1.83K ﹤0.01%
45
+20
724
$1.72K ﹤0.01%
330
725
$1.62K ﹤0.01%
62
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