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
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$699K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.11M 0.24%
22,464
+3,901
102
$1.1M 0.24%
71,481
+8,958
103
$1.09M 0.23%
16,755
-30
104
$1.09M 0.23%
1,144
+18
105
$1.05M 0.22%
10,190
+4,316
106
$1.05M 0.22%
7,916
-798
107
$1M 0.21%
50,000
108
$973K 0.21%
21,376
+773
109
$970K 0.21%
6,894
-7
110
$953K 0.2%
6,564
+236
111
$936K 0.2%
58,155
+3,034
112
$932K 0.2%
15,095
-3,028
113
$913K 0.19%
5,361
-210
114
$893K 0.19%
14,730
-950
115
$881K 0.19%
7,376
-116
116
$880K 0.19%
2,294
+152
117
$833K 0.18%
5,102
+243
118
$830K 0.18%
7,227
-795
119
$808K 0.17%
11,506
+2,340
120
$796K 0.17%
28,757
121
$794K 0.17%
3,053
+501
122
$792K 0.17%
3,495
123
$786K 0.17%
23,200
-3,550
124
$772K 0.16%
15,600
+800
125
$754K 0.16%
8,328
+920
3 4
5
6 7