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
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$699K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$4.74K ﹤0.01%
25
702
$4.72K ﹤0.01%
3,500
703
$4.68K ﹤0.01%
1
704
$4.68K ﹤0.01%
95
705
$4.67K ﹤0.01%
66
706
$4.66K ﹤0.01%
8
707
$4.61K ﹤0.01%
27
+17
708
$4.59K ﹤0.01%
110
709
$4.55K ﹤0.01%
31
710
$4.47K ﹤0.01%
9
711
$4.44K ﹤0.01%
+166
712
$4.41K ﹤0.01%
50
713
$4.4K ﹤0.01%
19
+12
714
$4.32K ﹤0.01%
300
+100
715
$4.29K ﹤0.01%
214
716
$4.23K ﹤0.01%
200
717
$4.22K ﹤0.01%
74
718
$4.22K ﹤0.01%
485
719
$4.21K ﹤0.01%
334
720
$4.2K ﹤0.01%
200
721
$4.1K ﹤0.01%
+85
722
$4.07K ﹤0.01%
50
723
$4.05K ﹤0.01%
1,500
+900
724
$4K ﹤0.01%
+82
725
$3.99K ﹤0.01%
198
27 28
29
30 31