WIM
Westside Investment Management Portfolio holdings
AUM
$539M
1-Year Return
24.46%
This Quarter Return
+6.99%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$354M
AUM Growth
+$13.6M
(+4%)
Cap. Flow
-$6.35M
Cap. Flow
% of AUM
-1.79%
Top 10 Holdings %
Top 10 Hldgs %
26.45%
Holding
866
New
26
Increased
105
Reduced
145
Closed
25
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$1.8M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$1.72M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$986K |
| 4 |
SPDR Gold Trust
GLD
|
$953K |
| 5 |
Invesco QQQ Trust
QQQ
|
$854K |
Sector Composition
| 1 | Technology | 17.57% |
| 2 | Healthcare | 8.49% |
| 3 | Industrials | 6.87% |
| 4 | Communication Services | 4.92% |
| 5 | Consumer Discretionary | 4.52% |
