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
$44.2M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$150K
2
+$133K
3
+$103K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$96.4K
5
ARKK icon
ARK Innovation ETF
ARKK
+$78.5K

Top Sells

1
+$831K
2
+$99K
3
+$80.6K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$72K
5
AMZN icon
Amazon
AMZN
+$64.9K

Sector Composition

1 Technology 23.48%
2 Industrials 9.51%
3 Communication Services 7.79%
4 Consumer Discretionary 7.69%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1 ﹤0.01%
50
727
$1 ﹤0.01%
+300
728
$1 ﹤0.01%
59
729
$1 ﹤0.01%
29
730
$1 ﹤0.01%
40
731
$1 ﹤0.01%
24
732
$1 ﹤0.01%
+36
733
$1 ﹤0.01%
36
734
$1 ﹤0.01%
38
735
$1 ﹤0.01%
62
736
$1 ﹤0.01%
+340
737
$1 ﹤0.01%
10,000
738
$0 ﹤0.01%
+100
739
$0 ﹤0.01%
35
740
– –
0
741
– –
-18
742
$0 ﹤0.01%
100
743
$0 ﹤0.01%
20
744
$0 ﹤0.01%
+26
745
$0 ﹤0.01%
98
746
– –
-58
747
– –
-76
748
– –
-385
749
$0 ﹤0.01%
+80
750
$0 ﹤0.01%
25
28 29
30
31 32