WIM
Westside Investment Management Portfolio holdings
AUM
$539M
1-Year Return
24.46%
This Quarter Return
-13.28%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$44.2M
AUM Growth
-$1.38M
(-3%)
Cap. Flow
+$274K
Cap. Flow
% of AUM
0.62%
Top 10 Holdings %
Top 10 Hldgs %
42.46%
Holding
858
New
61
Increased
154
Reduced
116
Closed
22
Top Buys
| 1 |
Shopify
SHOP
|
$150K |
| 2 |
Uber
UBER
|
$133K |
| 3 |
Starbucks
SBUX
|
$103K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$96.4K |
| 5 |
ARK Innovation ETF
ARKK
|
$78.5K |
Top Sells
| 1 |
Hartford Schroders Tax-Aware Bond ETF
HTAB
|
$831K |
| 2 |
Gilead Sciences
GILD
|
$99K |
| 3 |
Enterprise Products Partners
EPD
|
$80.6K |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$72K |
| 5 |
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% |
