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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.2M 0.34%
2,374
-66
77
$1.17M 0.34%
12,774
+39
78
$1.13M 0.33%
12,029
+620
79
$1.12M 0.32%
22,843
-230
80
$1.11M 0.32%
66,437
+30
81
$1.11M 0.32%
12,577
82
$1.09M 0.31%
3,112
-30
83
$1.08M 0.31%
2,115
84
$1.06M 0.31%
15,591
-163
85
$1.04M 0.3%
17,763
-920
86
$1.02M 0.29%
24,221
-1,681
87
$1M 0.29%
2,281
-81
88
$1M 0.29%
12,361
-1,627
89
$999K 0.29%
18,591
-270
90
$996K 0.29%
50,000
91
$956K 0.28%
6,260
+170
92
$954K 0.27%
3,506
-30
93
$947K 0.27%
4,670
94
$942K 0.27%
6,496
95
$940K 0.27%
21,600
-500
96
$906K 0.26%
42,332
-530
97
$895K 0.26%
9,949
-80
98
$891K 0.26%
15,000
-1,500
99
$890K 0.26%
18,135
+1,544
100
$878K 0.25%
23,489
+1,000
2 3
4
5 6