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
776
$2.8K ﹤0.01%
200
777
$2.8K ﹤0.01%
13
778
$2.79K ﹤0.01%
20
779
$2.78K ﹤0.01%
41
780
$2.74K ﹤0.01%
+200
781
$2.72K ﹤0.01%
135
782
$2.65K ﹤0.01%
29
783
$2.61K ﹤0.01%
50
784
$2.6K ﹤0.01%
41
-20
785
$2.57K ﹤0.01%
10
786
$2.56K ﹤0.01%
150
787
$2.56K ﹤0.01%
228
788
$2.55K ﹤0.01%
38
789
$2.48K ﹤0.01%
40
790
$2.48K ﹤0.01%
+1,000
791
$2.48K ﹤0.01%
38
792
$2.44K ﹤0.01%
400
+200
793
$2.36K ﹤0.01%
48
794
$2.32K ﹤0.01%
380
795
$2.31K ﹤0.01%
100
796
$2.3K ﹤0.01%
300
797
$2.3K ﹤0.01%
1,000
798
$2.29K ﹤0.01%
97
-151
799
$2.29K ﹤0.01%
7
800
$2.29K ﹤0.01%
21
30 31
32
33 34