WIM
Westside Investment Management Portfolio holdings
AUM
$539M
1-Year Return
24.46%
This Quarter Return
+3.23%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$153M
AUM Growth
-$56.2M
(-27%)
Cap. Flow
-$62.4M
Cap. Flow
% of AUM
-40.7%
Top 10 Holdings %
Top 10 Hldgs %
32.72%
Holding
829
New
64
Increased
193
Reduced
112
Closed
30
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.04M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$455K |
| 3 |
SPDR Gold Trust
GLD
|
$415K |
| 4 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$368K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$264K |
Top Sells
| 1 |
Apple
AAPL
|
$64.3M |
| 2 |
Northrop Grumman
NOC
|
$1.54M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$475K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$426K |
| 5 |
Meta Platforms (Facebook)
META
|
$366K |
Sector Composition
| 1 | Technology | 12.81% |
| 2 | Healthcare | 11.54% |
| 3 | Industrials | 11.18% |
| 4 | Consumer Discretionary | 5.18% |
| 5 | Communication Services | 3.96% |
