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
$45.6M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$129K
3
+$126K
4
DASH icon
DoorDash
DASH
+$115K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$111K

Top Sells

1
+$1.63M
2
+$957K
3
+$338K
4
AAPL icon
Apple
AAPL
+$247K
5
ABBV icon
AbbVie
ABBV
+$51K

Sector Composition

1 Technology 23.02%
2 Industrials 9.32%
3 Communication Services 7.5%
4 Consumer Discretionary 7.49%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$132K 0.29%
5,844
-150
52
$131K 0.29%
3,559
+3,420
53
$128K 0.28%
3,890
+50
54
$128K 0.28%
20,875
+6,925
55
$124K 0.27%
15,406
+41
56
$120K 0.26%
123,071
+6,441
57
$120K 0.26%
4,573
+800
58
$117K 0.26%
24,385
+9,385
59
$115K 0.25%
+1,180
60
$114K 0.25%
3,700
+100
61
$109K 0.24%
5,770
+2,000
62
$109K 0.24%
450
63
$104K 0.23%
14,302
-2,913
64
$101K 0.22%
976
+378
65
$98.9K 0.22%
3,200
-1,350
66
$97.8K 0.21%
1,200
67
$97K 0.21%
9,055
+2,940
68
$92.7K 0.2%
1,000
-13
69
$92.6K 0.2%
1,325
70
$91.7K 0.2%
568
+220
71
$90K 0.2%
7,145
+515
72
$89.1K 0.2%
8,083
-105
73
$84.3K 0.18%
11,612
+740
74
$81.4K 0.18%
12,253
+782
75
$81.3K 0.18%
9,772
+50
1 2
3
4 5