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
701
$4.98K ﹤0.01%
1,500
+250
702
$4.97K ﹤0.01%
25
703
$4.93K ﹤0.01%
300
704
$4.9K ﹤0.01%
200
705
$4.89K ﹤0.01%
200
706
$4.82K ﹤0.01%
301
707
$4.72K ﹤0.01%
32
708
$4.72K ﹤0.01%
40
-13
709
$4.71K ﹤0.01%
6
710
$4.7K ﹤0.01%
111
711
$4.7K ﹤0.01%
100
712
$4.7K ﹤0.01%
200
713
$4.68K ﹤0.01%
46
-10
714
$4.64K ﹤0.01%
25
715
$4.64K ﹤0.01%
422
716
$4.6K ﹤0.01%
2,000
717
$4.55K ﹤0.01%
214
718
$4.54K ﹤0.01%
76
719
$4.54K ﹤0.01%
334
720
$4.4K ﹤0.01%
95
721
$4.33K ﹤0.01%
19
722
$4.26K ﹤0.01%
265
723
$4.26K ﹤0.01%
198
724
$4.26K ﹤0.01%
72
725
$4.24K ﹤0.01%
31
27 28
29
30 31