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
826
$1.71K ﹤0.01%
1,250
-1,200
827
$1.71K ﹤0.01%
24
828
$1.69K ﹤0.01%
168
829
$1.66K ﹤0.01%
42
830
$1.65K ﹤0.01%
15
831
$1.61K ﹤0.01%
400
832
$1.56K ﹤0.01%
9
833
$1.51K ﹤0.01%
2
834
$1.41K ﹤0.01%
21
-60
835
$1.41K ﹤0.01%
68
836
$1.4K ﹤0.01%
1,600
837
$1.38K ﹤0.01%
1,300
838
$1.38K ﹤0.01%
12
839
$1.36K ﹤0.01%
167
840
$1.32K ﹤0.01%
330
841
$1.29K ﹤0.01%
700
842
$1.28K ﹤0.01%
100
843
$1.27K ﹤0.01%
35
844
$1.25K ﹤0.01%
100
845
$1.25K ﹤0.01%
+20
846
$1.2K ﹤0.01%
12
-18
847
$1.18K ﹤0.01%
49
848
$1.15K ﹤0.01%
28
849
$1.12K ﹤0.01%
25
850
$1.09K ﹤0.01%
5
32 33
34
35 36