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
51
$2.52M 0.54%
26,895
+13,157
52
$2.44M 0.52%
23,312
+1,005
53
$2.41M 0.51%
10,997
+188
54
$2.35M 0.5%
18,430
+1,478
55
$2.35M 0.5%
41,727
-1,357
56
$2.34M 0.5%
36,051
+6,972
57
$2.18M 0.47%
9,839
+202
58
$2.13M 0.45%
15,193
+232
59
$2.07M 0.44%
18,883
+3,720
60
$1.96M 0.42%
28,784
+1
61
$1.94M 0.41%
13,204
+630
62
$1.87M 0.4%
25,480
-216
63
$1.85M 0.39%
8,303
+255
64
$1.82M 0.39%
8,600
+1,510
65
$1.8M 0.38%
34,892
-399
66
$1.79M 0.38%
3,427
+217
67
$1.79M 0.38%
39,468
+1,123
68
$1.76M 0.38%
17,571
+2,020
69
$1.76M 0.37%
42,191
+149
70
$1.73M 0.37%
38,765
+288
71
$1.7M 0.36%
5,158
-15
72
$1.68M 0.36%
4,773
-217
73
$1.67M 0.35%
20,400
+1,574
74
$1.62M 0.35%
1,968
+5
75
$1.62M 0.35%
11,615
1 2
3
4 5