WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.61K ﹤0.01%
125
727
$1.6K ﹤0.01%
75
-225
728
$1.57K ﹤0.01%
300
729
$1.53K ﹤0.01%
24
730
$1.43K ﹤0.01%
350
731
$1.42K ﹤0.01%
68
732
$1.39K ﹤0.01%
400
733
$1.37K ﹤0.01%
25
734
$1.37K ﹤0.01%
100
735
$1.34K ﹤0.01%
32
-37
736
$1.32K ﹤0.01%
500
737
$1.31K ﹤0.01%
29
738
$1.26K ﹤0.01%
62
739
$1.24K ﹤0.01%
125
740
$1.23K ﹤0.01%
150
741
$1.22K ﹤0.01%
99
+44
742
$1.16K ﹤0.01%
40
743
$1.15K ﹤0.01%
24
744
$1.12K ﹤0.01%
49
745
$1.1K ﹤0.01%
700
746
$1.03K ﹤0.01%
46
747
$1.01K ﹤0.01%
28
748
$930 ﹤0.01%
10
749
$795 ﹤0.01%
10
750
$783 ﹤0.01%
10
28 29
30
31 32