WIM
Westside Investment Management Portfolio holdings
AUM
$539M
1-Year Return
24.46%
This Quarter Return
-1.56%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$469M
AUM Growth
-$5.07M
(-1.1%)
Cap. Flow
+$8.53M
Cap. Flow
% of AUM
1.82%
Top 10 Holdings %
Top 10 Hldgs %
26.31%
Holding
1,027
New
41
Increased
202
Reduced
147
Closed
48
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
+$1.89M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$1.32M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
+$1.23M |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$1.05M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
+$699K |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.94M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$1.28M |
| 3 |
Eton Pharmaceutcials
ETON
|
+$1.06M |
| 4 |
Apple
AAPL
|
+$824K |
| 5 |
Inspire Tactical Balanced 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% |
