WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$465K 0.22%
4,110
-100
77
$464K 0.22%
41,250
+29,250
78
$464K 0.22%
4,273
+1,520
79
$462K 0.22%
3,960
+1,673
80
$420K 0.2%
4,251
+3,002
81
$391K 0.19%
2,366
+1,190
82
$387K 0.18%
3,102
+21
83
$384K 0.18%
2,313
+100
84
$380K 0.18%
5,590
+4,200
85
$378K 0.18%
23,309
+10,440
86
$364K 0.17%
+5,962
87
$361K 0.17%
13,250
+3,000
88
$360K 0.17%
13,500
89
$356K 0.17%
5,482
+2,850
90
$347K 0.17%
19,458
+6,800
91
$347K 0.17%
3,098
+505
92
$343K 0.16%
3,812
+1,277
93
$342K 0.16%
2,071
+418
94
$341K 0.16%
4,740
+246
95
$337K 0.16%
+7,062
96
$336K 0.16%
2,974
+572
97
$333K 0.16%
4,800
+125
98
$331K 0.16%
4,467
+3,050
99
$319K 0.15%
9,484
+4,140
100
$315K 0.15%
23,450
+600
2 3
4
5 6