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
$45.6M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$129K
3
+$126K
4
DASH icon
DoorDash
DASH
+$115K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$111K

Top Sells

1
+$1.63M
2
+$957K
3
+$338K
4
AAPL icon
Apple
AAPL
+$247K
5
ABBV icon
AbbVie
ABBV
+$51K

Sector Composition

1 Technology 23.02%
2 Industrials 9.32%
3 Communication Services 7.5%
4 Consumer Discretionary 7.49%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-100
727
– –
-269
728
– –
-1,500
729
– –
-300
730
– –
-1,881
731
– –
-80
732
– –
-108
733
$0 ﹤0.01%
111
734
– –
-600
735
– –
-450
736
– –
-100
737
– –
-300
738
– –
-194
739
$0 ﹤0.01%
9
740
– –
-12
741
$0 ﹤0.01%
42
742
$0 ﹤0.01%
125
743
– –
-67
744
– –
-36
745
$0 ﹤0.01%
1
746
$0 ﹤0.01%
40
747
$0 ﹤0.01%
9
748
$0 ﹤0.01%
10
749
– –
-26
750
– –
-270
28 29
30
31 32