WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
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
+$1.3M
2
+$987K
3
+$790K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$587K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$520K

Top Sells

1
+$1.49M
2
+$455K
3
+$439K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$406K
5
BA icon
Boeing
BA
+$321K

Sector Composition

1 Technology 17.46%
2 Healthcare 8.78%
3 Industrials 6.75%
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