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
751
$3.35K ﹤0.01%
200
+100
752
$3.28K ﹤0.01%
13
753
$3.24K ﹤0.01%
400
754
$3.23K ﹤0.01%
25
755
$3.23K ﹤0.01%
103
756
$3.23K ﹤0.01%
7
757
$3.21K ﹤0.01%
2
758
$3.17K ﹤0.01%
11
759
$3.16K ﹤0.01%
225
760
$3.16K ﹤0.01%
30
761
$3.14K ﹤0.01%
28
762
$3.13K ﹤0.01%
283
763
$3.12K ﹤0.01%
28
764
$3.1K ﹤0.01%
1,200
765
$2.99K ﹤0.01%
25
+12
766
$2.99K ﹤0.01%
337
767
$2.95K ﹤0.01%
47
768
$2.94K ﹤0.01%
26
769
$2.92K ﹤0.01%
110
770
$2.89K ﹤0.01%
292
771
$2.87K ﹤0.01%
12
772
$2.84K ﹤0.01%
14
773
$2.84K ﹤0.01%
104
-15
774
$2.83K ﹤0.01%
100
775
$2.81K ﹤0.01%
20
-8
29 30
31
32 33