WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
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
+$696K
3
+$655K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$643K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$564K

Top Sells

1
+$655K
2
+$353K
3
+$346K
4
DKNG icon
DraftKings
DKNG
+$215K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$177K

Sector Composition

1 Technology 16.47%
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
776
$90 ﹤0.01%
1
777
$84 ﹤0.01%
75
778
$83 ﹤0.01%
7
779
$78 ﹤0.01%
8
780
$60 ﹤0.01%
42
781
$60 ﹤0.01%
30
782
$40 ﹤0.01%
13
783
$29 ﹤0.01%
2
784
$21 ﹤0.01%
300
785
$8 ﹤0.01%
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786
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0
787
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788
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789
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