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
$470M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.02M
3
+$811K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$609K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$534K

Top Sells

1
+$1.98M
2
+$468K
3
+$454K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$407K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$303K

Sector Composition

1 Technology 17.47%
2 Healthcare 8.78%
3 Industrials 6.74%
4 Communication Services 5.06%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$4.24K ﹤0.01%
26
727
$4.16K ﹤0.01%
500
+300
728
$4.15K ﹤0.01%
100
729
$4.13K ﹤0.01%
150
730
$4.1K ﹤0.01%
200
731
$4.06K ﹤0.01%
9
732
$3.85K ﹤0.01%
8
733
$3.85K ﹤0.01%
11
734
$3.83K ﹤0.01%
300
735
$3.8K ﹤0.01%
500
736
$3.77K ﹤0.01%
600
737
$3.75K ﹤0.01%
100
738
$3.73K ﹤0.01%
60
739
$3.69K ﹤0.01%
92
740
$3.66K ﹤0.01%
1
741
$3.64K ﹤0.01%
34
742
$3.63K ﹤0.01%
190
743
$3.6K ﹤0.01%
2,000
744
$3.53K ﹤0.01%
56
745
$3.52K ﹤0.01%
50
746
$3.51K ﹤0.01%
6
747
$3.49K ﹤0.01%
38
748
$3.44K ﹤0.01%
150
749
$3.4K ﹤0.01%
16
750
$3.4K ﹤0.01%
45
28 29
30
31 32