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
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$699K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3.97K ﹤0.01%
40
727
$3.96K ﹤0.01%
60
728
$3.96K ﹤0.01%
1,500
+500
729
$3.92K ﹤0.01%
18
-4
730
$3.86K ﹤0.01%
11
731
$3.84K ﹤0.01%
1,210
732
$3.83K ﹤0.01%
2
733
$3.83K ﹤0.01%
26
734
$3.82K ﹤0.01%
200
735
$3.79K ﹤0.01%
200
736
$3.75K ﹤0.01%
50
737
$3.75K ﹤0.01%
500
738
$3.74K ﹤0.01%
91
+1
739
$3.74K ﹤0.01%
13
740
$3.7K ﹤0.01%
450
741
$3.69K ﹤0.01%
13
742
$3.69K ﹤0.01%
100
743
$3.66K ﹤0.01%
11
744
$3.65K ﹤0.01%
76
745
$3.62K ﹤0.01%
50
746
$3.56K ﹤0.01%
300
747
$3.56K ﹤0.01%
120
+70
748
$3.54K ﹤0.01%
25
749
$3.49K ﹤0.01%
6
750
$3.49K ﹤0.01%
38
28 29
30
31 32