WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
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
808
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.15M
3
+$2.54M
4
GLD icon
SPDR Gold Trust
GLD
+$1.91M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.4M

Top Sells

1
+$11.2M
2
+$10.1M
3
+$3.27M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.12M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 38.77%
2 Industrials 8.71%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.52K ﹤0.01%
33
+1
727
$1.49K ﹤0.01%
+100
728
$1.47K ﹤0.01%
+75
729
$1.42K ﹤0.01%
+55
730
$1.41K ﹤0.01%
25
731
$1.36K ﹤0.01%
150
732
$1.33K ﹤0.01%
4
733
$1.31K ﹤0.01%
31
734
$1.29K ﹤0.01%
34
735
$1.09K ﹤0.01%
53
736
$1.08K ﹤0.01%
31
737
$1.07K ﹤0.01%
15
738
$1.07K ﹤0.01%
+100
739
$1.06K ﹤0.01%
500
740
$1.01K ﹤0.01%
132
741
$889 ﹤0.01%
1
-6
742
$861 ﹤0.01%
300
743
$820 ﹤0.01%
15
744
$799 ﹤0.01%
33
745
$777 ﹤0.01%
+150
746
$775 ﹤0.01%
+25
747
$670 ﹤0.01%
+9
748
$645 ﹤0.01%
15
749
$616 ﹤0.01%
62
750
$576 ﹤0.01%
12
28 29
30
31 32