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
801
$2.23K ﹤0.01%
30
802
$2.23K ﹤0.01%
16
803
$2.21K ﹤0.01%
25
804
$2.19K ﹤0.01%
17
805
$2.17K ﹤0.01%
225
806
$2.16K ﹤0.01%
2,000
807
$2.15K ﹤0.01%
18
808
$2.13K ﹤0.01%
22
809
$2.12K ﹤0.01%
21
810
$2.08K ﹤0.01%
100
811
$2.08K ﹤0.01%
100
812
$2.04K ﹤0.01%
80
813
$2K ﹤0.01%
8
814
$2K ﹤0.01%
1,033
815
$1.99K ﹤0.01%
29
816
$1.9K ﹤0.01%
75
817
$1.89K ﹤0.01%
10
818
$1.87K ﹤0.01%
125
819
$1.85K ﹤0.01%
100
820
$1.78K ﹤0.01%
7
-99
821
$1.78K ﹤0.01%
9
822
$1.77K ﹤0.01%
10
823
$1.77K ﹤0.01%
40
824
$1.72K ﹤0.01%
47
825
$1.72K ﹤0.01%
+90
31 32
33
34 35