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
826
$1.36K ﹤0.01%
80
827
$1.35K ﹤0.01%
60
828
$1.34K ﹤0.01%
700
829
$1.32K ﹤0.01%
+125
830
$1.31K ﹤0.01%
35
831
$1.25K ﹤0.01%
104
832
$1.21K ﹤0.01%
90
833
$1.2K ﹤0.01%
49
834
$1.16K ﹤0.01%
68
835
$1.11K ﹤0.01%
20
836
$1.1K ﹤0.01%
8
837
$1.08K ﹤0.01%
400
838
$1.03K ﹤0.01%
100
839
$1.02K ﹤0.01%
1,033
840
$989 ﹤0.01%
19
841
$971 ﹤0.01%
23
842
$898 ﹤0.01%
24
843
$836 ﹤0.01%
1,600
844
$822 ﹤0.01%
77
845
$800 ﹤0.01%
+100
846
$780 ﹤0.01%
50
847
$775 ﹤0.01%
166
-1
848
$764 ﹤0.01%
18
849
$740 ﹤0.01%
+25
850
$723 ﹤0.01%
150
32 33
34
35 36