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
$44.2M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$150K
2
+$133K
3
+$103K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$96.4K
5
ARKK icon
ARK Innovation ETF
ARKK
+$78.5K

Top Sells

1
+$831K
2
+$99K
3
+$80.6K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$72K
5
AMZN icon
Amazon
AMZN
+$64.9K

Sector Composition

1 Technology 23.48%
2 Industrials 9.51%
3 Communication Services 7.79%
4 Consumer Discretionary 7.69%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$36.8K 0.08%
2,452
102
$36.6K 0.08%
1,005
+300
103
$34.1K 0.08%
3,074
-24
104
$32.7K 0.07%
200
105
$30.4K 0.07%
504
+4
106
$28.7K 0.07%
1,975
+700
107
$28.5K 0.06%
4,550
108
$27.4K 0.06%
508
+100
109
$26.1K 0.06%
1,000
110
$25.9K 0.06%
2,507
-52
111
$24.7K 0.06%
356
112
$23.7K 0.05%
12
113
$22.5K 0.05%
150
114
$21.8K 0.05%
180
115
$21.7K 0.05%
100
116
$21.2K 0.05%
1,520
117
$21.1K 0.05%
2,650
+300
118
$20.7K 0.05%
800
-3,118
119
$20.6K 0.05%
52
120
$19.3K 0.04%
82
121
$18.5K 0.04%
8,403
-7,208
122
$18.4K 0.04%
466
123
$18.1K 0.04%
210
124
$17.9K 0.04%
329,335
+1,050
125
$17.5K 0.04%
1,618
+589
3 4
5
6 7