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
876
$233 ﹤0.01%
42
877
$231 ﹤0.01%
26
878
$195 ﹤0.01%
62
879
$161 ﹤0.01%
7
-12
880
$103 ﹤0.01%
94
881
$85 ﹤0.01%
1
882
$74 ﹤0.01%
8
883
$64 ﹤0.01%
1
884
$58 ﹤0.01%
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885
– –
0
886
$46 ﹤0.01%
13
887
$43 ﹤0.01%
6
-1
888
$17 ﹤0.01%
2
889
$10 ﹤0.01%
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890
$5 ﹤0.01%
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891
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0
892
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893
– –
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894
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-46
895
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-11
896
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898
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899
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900
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-72
33 34 35
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