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
$45.6M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$129K
3
+$126K
4
DASH icon
DoorDash
DASH
+$115K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$111K

Top Sells

1
+$1.63M
2
+$957K
3
+$338K
4
AAPL icon
Apple
AAPL
+$247K
5
ABBV icon
AbbVie
ABBV
+$51K

Sector Composition

1 Technology 23.02%
2 Industrials 9.32%
3 Communication Services 7.5%
4 Consumer Discretionary 7.49%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$31.7K 0.07%
4,550
102
$30.6K 0.07%
200
103
$30.4K 0.07%
500
104
$30K 0.07%
1,275
+950
105
$29.5K 0.06%
882
+450
106
$29.4K 0.06%
705
+500
107
$27.4K 0.06%
408
108
$26.1K 0.06%
1,000
109
$25.9K 0.06%
2,559
+1,000
110
$24.9K 0.05%
15,784
+2,955
111
$24.7K 0.05%
356
112
$23.7K 0.05%
12
113
$22.5K 0.05%
150
+100
114
$22.4K 0.05%
1,029
+187
115
$21.8K 0.05%
+180
116
$21.7K 0.05%
100
117
$21.4K 0.05%
1,520
-55
118
$20.8K 0.05%
3,918
119
$20.7K 0.05%
2,350
+250
120
$20.6K 0.05%
52
121
$20.5K 0.05%
15,611
-1,374
122
$19.3K 0.04%
82
123
$18.6K 0.04%
328,285
+5,270
124
$18.4K 0.04%
466
+120
125
$18.1K 0.04%
210
3 4
5
6 7