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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$917K 0.34%
27,300
+3,975
52
$905K 0.33%
8,227
+982
53
$880K 0.32%
18,703
+691
54
$870K 0.32%
12,800
-250
55
$869K 0.32%
4,576
+856
56
$861K 0.32%
7,896
-1,327
57
$859K 0.31%
+23,152
58
$845K 0.31%
8,063
-130
59
$824K 0.3%
139,400
+11,300
60
$817K 0.3%
9,070
61
$802K 0.29%
11,687
+60
62
$781K 0.29%
12,136
+586
63
$773K 0.28%
+12,659
64
$772K 0.28%
39,061
-8,425
65
$759K 0.28%
+20,985
66
$741K 0.27%
2,463
-316
67
$723K 0.26%
28,891
-2,693
68
$717K 0.26%
9,990
+2,320
69
$714K 0.26%
17,232
-472
70
$697K 0.26%
17,525
-1,300
71
$686K 0.25%
38,070
+745
72
$682K 0.25%
33,332
+1,800
73
$654K 0.24%
5,065
+227
74
$653K 0.24%
4,844
+110
75
$634K 0.23%
+14,010
1 2
3
4 5