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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$404K 0.15%
4,135
+32
102
$399K 0.15%
3,960
103
$398K 0.15%
7,703
+5,903
104
$396K 0.15%
7,421
+340
105
$395K 0.14%
4,283
-136
106
$386K 0.14%
5,810
107
$381K 0.14%
9,484
-208
108
$380K 0.14%
3,487
-186
109
$373K 0.14%
2,779
+46
110
$366K 0.13%
7,047
-324
111
$358K 0.13%
+10,455
112
$356K 0.13%
13,500
113
$352K 0.13%
9,155
+3,565
114
$351K 0.13%
15,023
+6,715
115
$349K 0.13%
+9,300
116
$346K 0.13%
2,065
117
$335K 0.12%
6,600
+3,800
118
$325K 0.12%
4,303
-77
119
$321K 0.12%
1,578
120
$320K 0.12%
11,356
-4,544
121
$318K 0.12%
+5,854
122
$315K 0.12%
2,847
-201
123
$302K 0.11%
2,751
+404
124
$301K 0.11%
9,425
+860
125
$293K 0.11%
13,526
+1,587
3 4
5
6 7