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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$877K 0.25%
6,335
102
$848K 0.24%
18,623
-950
103
$833K 0.24%
4,979
-230
104
$814K 0.23%
5,523
-155
105
$802K 0.23%
5,529
+300
106
$797K 0.23%
22,780
107
$788K 0.23%
11,456
+344
108
$742K 0.21%
15,520
+1,816
109
$742K 0.21%
3,382
-6
110
$740K 0.21%
7,056
111
$736K 0.21%
4,725
+262
112
$733K 0.21%
28,532
113
$699K 0.2%
6,980
+744
114
$679K 0.2%
+18,440
115
$673K 0.19%
4,614
-100
116
$654K 0.19%
+13,000
117
$626K 0.18%
+19,500
118
$625K 0.18%
2,499
+15
119
$620K 0.18%
6,859
+380
120
$610K 0.18%
1,470
-30
121
$581K 0.17%
7,679
-1,344
122
$558K 0.16%
7,715
123
$553K 0.16%
8,118
+1,078
124
$551K 0.16%
11,330
+1,065
125
$551K 0.16%
6,860
3 4
5
6 7