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
751
$3.48K ﹤0.01%
28
752
$3.43K ﹤0.01%
92
753
$3.37K ﹤0.01%
100
754
$3.35K ﹤0.01%
40
755
$3.32K ﹤0.01%
100
756
$3.28K ﹤0.01%
7
757
$3.22K ﹤0.01%
350
+250
758
$3.17K ﹤0.01%
25
759
$3.15K ﹤0.01%
20
760
$3.12K ﹤0.01%
+114
761
$3.12K ﹤0.01%
337
762
$3.1K ﹤0.01%
65
763
$3.07K ﹤0.01%
150
764
$3.05K ﹤0.01%
2,650
+1,350
765
$3.04K ﹤0.01%
29
766
$3.02K ﹤0.01%
600
767
$2.91K ﹤0.01%
+50
768
$2.91K ﹤0.01%
6
769
$2.9K ﹤0.01%
600
770
$2.86K ﹤0.01%
21
771
$2.83K ﹤0.01%
190
772
$2.79K ﹤0.01%
7
773
$2.76K ﹤0.01%
30
774
$2.76K ﹤0.01%
240
775
$2.74K ﹤0.01%
47
29 30
31
32 33