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
751
$782 ﹤0.01%
15
752
$768 ﹤0.01%
100
753
$704 ﹤0.01%
100
754
$679 ﹤0.01%
50
755
$665 ﹤0.01%
36
756
$642 ﹤0.01%
100
757
$567 ﹤0.01%
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758
$531 ﹤0.01%
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759
$484 ﹤0.01%
800
760
$481 ﹤0.01%
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761
$452 ﹤0.01%
35
762
$434 ﹤0.01%
12
-154
763
$395 ﹤0.01%
8
764
$365 ﹤0.01%
8
-3,830
765
$345 ﹤0.01%
42
766
$292 ﹤0.01%
35
767
$285 ﹤0.01%
12
768
$211 ﹤0.01%
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769
$207 ﹤0.01%
66
770
– –
0
771
$181 ﹤0.01%
9
772
$157 ﹤0.01%
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773
$123 ﹤0.01%
1
774
$106 ﹤0.01%
7
775
$92 ﹤0.01%
7
29 30
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32 33