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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$631K 0.23%
8,367
+346
77
$624K 0.23%
3,060
-149
78
$592K 0.22%
5,597
+890
79
$581K 0.21%
35,782
-1,800
80
$561K 0.21%
41,180
-160
81
$557K 0.2%
+7,220
82
$548K 0.2%
2,015
+682
83
$546K 0.2%
7,990
-6,465
84
$545K 0.2%
+9,600
85
$540K 0.2%
2,169
-199
86
$528K 0.19%
4,950
-100
87
$528K 0.19%
+6,663
88
$527K 0.19%
+10,961
89
$522K 0.19%
5,365
+770
90
$514K 0.19%
5,945
-300
91
$511K 0.19%
4,785
92
$498K 0.18%
+9,656
93
$491K 0.18%
7,511
+373
94
$484K 0.18%
5,015
+165
95
$459K 0.17%
2,030
-295
96
$433K 0.16%
5,211
+1,140
97
$417K 0.15%
+7,961
98
$417K 0.15%
18,100
99
$410K 0.15%
4,456
-223
100
$407K 0.15%
+21,715
2 3
4
5 6