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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1 +$7.87M
2 +$6.3M
3 +$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1 +$11.2M
2 +$9.98M
3 +$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$745K 0.36%
9,027
+1,797
52
$741K 0.35%
18,081
+7,412
53
$740K 0.35%
12,703
+2,986
54
$703K 0.34%
6,452
+1,557
55
$684K 0.33%
5,957
+1,360
56
$664K 0.32%
4,010
+2,380
57
$661K 0.32%
28,513
+7,282
58
$625K 0.3%
20,054
+1,210
59
$623K 0.3%
5,906
+1,849
60
$613K 0.29%
16,915
+8,794
61
$612K 0.29%
11,529
+6,864
62
$591K 0.28%
13,789
+7,435
63
$579K 0.28%
17,842
+5,917
64
$570K 0.27%
32,207
+21,325
65
$548K 0.26%
8,968
+985
66
$548K 0.26%
5,098
+1,313
67
$543K 0.26%
55,650
+30,400
68
$538K 0.26%
8,136
+2,407
69
$534K 0.25%
6,572
-40,414
70
$526K 0.25%
5,490
+1,860
71
$496K 0.24%
5,976
+1,007
72
$492K 0.23%
40,207
+26,050
73
$489K 0.23%
5,655
+4,000
74
$480K 0.23%
+15,485
75
$480K 0.23%
7,220
+5,755