WIM
Westside Investment Management Portfolio holdings
AUM
$539M
1-Year Return
24.46%
This Quarter Return
-1.86%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$41.8M
AUM Growth
-$2.35M
(-5.3%)
Cap. Flow
+$3.64M
Cap. Flow
% of AUM
8.69%
Top 10 Holdings %
Top 10 Hldgs %
39.31%
Holding
881
New
45
Increased
181
Reduced
102
Closed
33
Top Buys
| 1 |
Amazon
AMZN
|
$558K |
| 2 |
iShares ESG MSCI USA Leaders ETF
SUSL
|
$402K |
| 3 |
First Trust California Municipal High income ETF
FCAL
|
$328K |
| 4 |
Bank of America
BAC
|
$169K |
| 5 |
NVIDIA
NVDA
|
$154K |
Top Sells
| 1 |
First Trust Preferred Securities and Income ETF
FPE
|
$191K |
| 2 |
Northrop Grumman
NOC
|
$62.8K |
| 3 |
iShares TIPS Bond ETF
TIP
|
$50.8K |
| 4 |
Alibaba
BABA
|
$40.8K |
| 5 |
Las Vegas Sands
LVS
|
$37.2K |
Sector Composition
| 1 | Technology | 24.41% |
| 2 | Industrials | 10.09% |
| 3 | Healthcare | 7.09% |
| 4 | Consumer Discretionary | 6.83% |
| 5 | Communication Services | 4.03% |
