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
$470M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.02M
3
+$811K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$609K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$534K

Top Sells

1
+$1.98M
2
+$468K
3
+$454K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$407K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$303K

Sector Composition

1 Technology 17.47%
2 Healthcare 8.78%
3 Industrials 6.74%
4 Communication Services 5.06%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.41M 0.51%
37,271
+4,030
52
$2.37M 0.51%
40,820
-100
53
$2.35M 0.5%
10,769
+41
54
$2.27M 0.48%
11,333
+1,650
55
$2.26M 0.48%
9,627
+44
56
$2.25M 0.48%
27,443
+917
57
$1.99M 0.42%
42,049
+824
58
$1.96M 0.42%
27,906
-131
59
$1.92M 0.41%
25,607
-34
60
$1.9M 0.4%
61,117
+17,187
61
$1.87M 0.4%
35,291
-1,100
62
$1.83M 0.39%
2,068
-200
63
$1.82M 0.39%
14,255
-50
64
$1.79M 0.38%
16,090
+66
65
$1.78M 0.38%
11,650
-1,315
66
$1.76M 0.37%
44,830
+9,385
67
$1.74M 0.37%
7,090
+46
68
$1.73M 0.37%
38,477
+4,655
69
$1.71M 0.36%
13,583
+163
70
$1.71M 0.36%
4,925
71
$1.7M 0.36%
8,068
-200
72
$1.69M 0.36%
42,542
+300
73
$1.67M 0.36%
33,248
+6,381
74
$1.66M 0.35%
16,953
+33
75
$1.66M 0.35%
51,790
+275
1 2
3
4 5