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WIM

Westside Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 28.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.4%
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
+$1.92M
2
+$1.43M
3
+$1.19M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.13M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$697K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.23M
4
AAPL icon
Apple
AAPL
+$857K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$789K

Sector Composition

1 Technology 16.69%
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
876
$110 ﹤0.01%
94
877
$100 ﹤0.01%
8
878
$97 ﹤0.01%
8
879
$54 ﹤0.01%
1
880
$42 ﹤0.01%
1
881
$31 ﹤0.01%
1
882
$16 ﹤0.01%
12
883
$10 ﹤0.01%
2
884
$7 ﹤0.01%
7
885
$4 ﹤0.01%
1
886
– –
0
887
– –
-39
888
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-43
889
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-15
890
– –
-134
891
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-828
892
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-92
893
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894
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895
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-10
896
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-549
897
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-17
898
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-65
899
– –
-750
900
– –
-34
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