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
$45.6M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$129K
3
+$126K
4
DASH icon
DoorDash
DASH
+$115K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$111K

Top Sells

1
+$1.63M
2
+$957K
3
+$338K
4
AAPL icon
Apple
AAPL
+$247K
5
ABBV icon
AbbVie
ABBV
+$51K

Sector Composition

1 Technology 23.02%
2 Industrials 9.32%
3 Communication Services 7.5%
4 Consumer Discretionary 7.49%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$81.2K 0.18%
1,503
+853
77
$75.6K 0.17%
3,848
78
$75.5K 0.17%
38,617
+2,456
79
$74.9K 0.16%
693
80
$70.6K 0.15%
830
+345
81
$67.9K 0.15%
28,329
-213
82
$66K 0.14%
709
83
$62.5K 0.14%
22,306
+52
84
$60.3K 0.13%
320
+9
85
$51.7K 0.11%
18,650
-9,985
86
$51.7K 0.11%
7,020
-500
87
$47.8K 0.1%
920
88
$47.7K 0.1%
6,199
+207
89
$47.5K 0.1%
781
+429
90
$45.8K 0.1%
2,835
-21
91
$45.2K 0.1%
15,024
+3,000
92
$45.1K 0.1%
1,275
+8
93
$44.1K 0.1%
7,930
+270
94
$43.5K 0.1%
2,500
95
$42.3K 0.09%
1,128
+34
96
$41.2K 0.09%
1,496
+630
97
$39.1K 0.09%
803
-174
98
$38.9K 0.09%
41,560
+3,105
99
$38.9K 0.09%
3,098
+1,573
100
$36.8K 0.08%
2,452
2 3
4
5 6