WIM
Westside Investment Management Portfolio holdings
AUM
$539M
1-Year Return
24.46%
This Quarter Return
+4.54%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$184M
AUM Growth
+$18.9M
(+11%)
Cap. Flow
+$9.56M
Cap. Flow
% of AUM
5.18%
Top 10 Holdings %
Top 10 Hldgs %
33.37%
Holding
865
New
68
Increased
190
Reduced
183
Closed
35
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.7M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.01M |
| 3 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$900K |
| 4 |
Wayfair
W
|
$693K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$642K |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$452K |
| 2 |
Johnson Controls International
JCI
|
$209K |
| 3 |
Macy's
M
|
$201K |
| 4 |
Qualcomm
QCOM
|
$166K |
| 5 |
GE Aerospace
GE
|
$146K |
Sector Composition
| 1 | Technology | 12.77% |
| 2 | Industrials | 10.67% |
| 3 | Healthcare | 9.87% |
| 4 | Consumer Discretionary | 4.98% |
| 5 | Communication Services | 4.27% |
