WIM

Westside Investment Management Portfolio holdings

AUM $626M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.2M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$150K
2
+$133K
3
+$103K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$96.4K
5
ARKK icon
ARK Innovation ETF
ARKK
+$78.5K

Top Sells

1
+$831K
2
+$99K
3
+$80.6K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$72K
5
AMZN icon
Amazon
AMZN
+$64.9K

Sector Composition

1 Technology 23.48%
2 Industrials 9.51%
3 Communication Services 7.79%
4 Consumer Discretionary 7.69%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$81K 0.18%
1,603
+100
77
$75.6K 0.17%
3,720
-128
78
$75.3K 0.17%
39,356
+739
79
$70.8K 0.16%
2,630
+1,800
80
$68K 0.15%
+2,400
81
$67.4K 0.15%
27,601
-728
82
$66K 0.15%
709
83
$55.6K 0.13%
22,264
-42
84
$55.5K 0.13%
693
85
$54.4K 0.12%
2,182
+1,300
86
$51.8K 0.12%
20,110
+1,460
87
$49.3K 0.11%
2,761
+2,441
88
$47.7K 0.11%
920
89
$47.5K 0.11%
1,036
+255
90
$46.7K 0.11%
6,064
-135
91
$45.8K 0.1%
2,889
+54
92
$45.2K 0.1%
18,102
+3,078
93
$45.1K 0.1%
1,288
+13
94
$44.1K 0.1%
7,730
-200
95
$43.5K 0.1%
2,500
96
$42.4K 0.1%
803
97
$42.3K 0.1%
7,020
98
$42.2K 0.1%
1,157
+29
99
$41.2K 0.09%
1,596
+100
100
$40.7K 0.09%
34,905
-6,655
2 3
4
5 6