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
776
$2.71K ﹤0.01%
1,200
777
$2.67K ﹤0.01%
25
778
$2.66K ﹤0.01%
50
779
$2.63K ﹤0.01%
26
780
$2.6K ﹤0.01%
41
781
$2.6K ﹤0.01%
+72
782
$2.6K ﹤0.01%
+500
783
$2.57K ﹤0.01%
38
784
$2.55K ﹤0.01%
900
785
$2.49K ﹤0.01%
+63
786
$2.47K ﹤0.01%
30
787
$2.46K ﹤0.01%
283
788
$2.45K ﹤0.01%
250
-250
789
$2.44K ﹤0.01%
100
790
$2.41K ﹤0.01%
22
791
$2.37K ﹤0.01%
400
792
$2.35K ﹤0.01%
133
-2
793
$2.34K ﹤0.01%
14
794
$2.33K ﹤0.01%
100
795
$2.33K ﹤0.01%
40
796
$2.28K ﹤0.01%
48
797
$2.2K ﹤0.01%
2,000
798
$2.19K ﹤0.01%
28
799
$2.19K ﹤0.01%
97
800
$2.14K ﹤0.01%
+142
30 31
32
33 34