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
851
$1.09K ﹤0.01%
50
852
$1.09K ﹤0.01%
77
853
$1.07K ﹤0.01%
8
-2
854
$1.06K ﹤0.01%
22
855
$1.05K ﹤0.01%
23
-49
856
$1.03K ﹤0.01%
28
857
$951 ﹤0.01%
10
858
$939 ﹤0.01%
24
859
$855 ﹤0.01%
19
860
$829 ﹤0.01%
18
-50
861
$759 ﹤0.01%
100
862
$630 ﹤0.01%
47
-20
863
$625 ﹤0.01%
15
864
$588 ﹤0.01%
37
-10
865
$574 ﹤0.01%
350
866
$563 ﹤0.01%
+20
867
$559 ﹤0.01%
62
868
$488 ﹤0.01%
7
869
$454 ﹤0.01%
35
870
$430 ﹤0.01%
36
871
$376 ﹤0.01%
66
872
$331 ﹤0.01%
12
873
$298 ﹤0.01%
42
874
$278 ﹤0.01%
98
875
$240 ﹤0.01%
9
33 34
35
36 37