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
801
$2.14K ﹤0.01%
50
-266
802
$2.12K ﹤0.01%
18
803
$2.12K ﹤0.01%
12
804
$2.08K ﹤0.01%
10
805
$2.05K ﹤0.01%
75
806
$1.95K ﹤0.01%
100
807
$1.95K ﹤0.01%
9
808
$1.93K ﹤0.01%
225
809
$1.92K ﹤0.01%
100
810
$1.91K ﹤0.01%
300
811
$1.9K ﹤0.01%
175
-600
812
$1.86K ﹤0.01%
300
813
$1.69K ﹤0.01%
29
814
$1.61K ﹤0.01%
21
815
$1.6K ﹤0.01%
21
816
$1.59K ﹤0.01%
128
-100
817
$1.58K ﹤0.01%
1,250
818
$1.58K ﹤0.01%
168
819
$1.56K ﹤0.01%
86
-414
820
$1.54K ﹤0.01%
38
821
$1.49K ﹤0.01%
20
822
$1.48K ﹤0.01%
150
823
$1.44K ﹤0.01%
24
824
$1.42K ﹤0.01%
125
825
$1.36K ﹤0.01%
675
31 32
33
34 35