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
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$699K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.62M 0.35%
93,335
+19,507
77
$1.61M 0.34%
31,650
-800
78
$1.61M 0.34%
17,889
-585
79
$1.59M 0.34%
2,988
-227
80
$1.57M 0.33%
48,390
-3,400
81
$1.57M 0.33%
12,845
-716
82
$1.57M 0.33%
32,066
-2,217
83
$1.52M 0.32%
14,363
84
$1.5M 0.32%
45,278
+160
85
$1.47M 0.31%
28,677
+2,578
86
$1.47M 0.31%
5,986
-40
87
$1.46M 0.31%
30,725
-8
88
$1.41M 0.3%
3,816
-233
89
$1.4M 0.3%
16,062
+1,789
90
$1.38M 0.29%
26,631
-775
91
$1.35M 0.29%
20,552
92
$1.33M 0.28%
13,530
+1,382
93
$1.29M 0.28%
2,953
-10
94
$1.26M 0.27%
4,697
-100
95
$1.25M 0.27%
13,566
-415
96
$1.21M 0.26%
20,568
97
$1.2M 0.25%
4,908
98
$1.18M 0.25%
30,559
99
$1.15M 0.25%
19,582
-1,386
100
$1.15M 0.24%
67,003
+268
2 3
4
5 6