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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$312K 0.15%
2,405
+2,100
102
$308K 0.15%
29,563
+18,496
103
$288K 0.14%
+14,040
104
$285K 0.14%
2,115
+275
105
$282K 0.13%
2,332
-377
106
$278K 0.13%
2,825
+2,500
107
$278K 0.13%
1,040
+950
108
$276K 0.13%
+1,750
109
$272K 0.13%
68,900
+45,400
110
$265K 0.13%
7,775
+5,500
111
$260K 0.12%
4,382
+1,323
112
$258K 0.12%
3,210
+3,000
113
$257K 0.12%
1,657
+1,502
114
$250K 0.12%
3,047
+552
115
$246K 0.12%
+2,500
116
$244K 0.12%
14,585
+2,000
117
$244K 0.12%
3,686
-5,938
118
$239K 0.11%
28
+14
119
$230K 0.11%
8,137
-1,131
120
$230K 0.11%
5,989
+4,962
121
$227K 0.11%
7,516
+6,873
122
$221K 0.11%
43,350
+17,250
123
$214K 0.1%
6,296
+1,400
124
$203K 0.1%
3,488
125
$202K 0.1%
1,250
+1,225
3 4
5
6 7