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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$202K 0.1%
1,900
+1,472
127
$198K 0.09%
+846
128
$197K 0.09%
+4,150
129
$194K 0.09%
3,521
+471
130
$192K 0.09%
2,228
+850
131
$188K 0.09%
+1,342
132
$187K 0.09%
2,431
+1,510
133
$186K 0.09%
+3,800
134
$186K 0.09%
1,111
+60
135
$184K 0.09%
+11,350
136
$181K 0.09%
+3,000
137
$173K 0.08%
4,056
+1,360
138
$172K 0.08%
2,838
+105
139
$168K 0.08%
+2,550
140
$166K 0.08%
+3,100
141
$166K 0.08%
1,832
+281
142
$165K 0.08%
413
+100
143
$163K 0.08%
2,604
-10,272
144
$160K 0.08%
+1,500
145
$157K 0.08%
+7,376
146
$157K 0.07%
1,423
-1,324
147
$156K 0.07%
1,065
+199
148
$153K 0.07%
3,479
149
$153K 0.07%
1,870
+286
150
$152K 0.07%
10,454
+3,295
4 5
6
7 8