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
$313M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$4.21M
3
+$1.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.89M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.64M

Top Sells

1
+$8.56M
2
+$2.86M
3
+$2.35M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M

Sector Composition

1 Technology 40.77%
2 Industrials 7.78%
3 Healthcare 7.3%
4 Consumer Discretionary 3.7%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$265K 0.08%
16,382
-650
127
$262K 0.08%
4,341
+170
128
$253K 0.08%
1,220
129
$250K 0.08%
2,000
+100
130
$249K 0.08%
10,916
+8,484
131
$246K 0.08%
1,630
132
$245K 0.08%
20,025
+2,600
133
$244K 0.08%
11,079
-1,200
134
$240K 0.08%
8,308
+300
135
$232K 0.07%
38
+2
136
$229K 0.07%
1,075
137
$226K 0.07%
18,060
138
$223K 0.07%
5,809
+62
139
$223K 0.07%
1,008
140
$222K 0.07%
3,251
+1
141
$221K 0.07%
10,354
-1,950
142
$220K 0.07%
1,750
143
$219K 0.07%
2,951
144
$199K 0.06%
8,231
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145
$195K 0.06%
1,278
+750
146
$194K 0.06%
+1,926
147
$193K 0.06%
1,298
148
$192K 0.06%
1,400
-100
149
$192K 0.06%
46,400
-7,000
150
$189K 0.06%
5,400
4 5
6
7 8