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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$283K 0.1%
3,675
+597
127
$277K 0.1%
7,646
-613
128
$274K 0.1%
1,046
-102
129
$271K 0.1%
4,070
-7,997
130
$270K 0.1%
8,250
+2,441
131
$269K 0.1%
1,075
-27,017
132
$266K 0.1%
3,980
133
$264K 0.1%
+5,030
134
$261K 0.1%
14,850
-1,400
135
$257K 0.09%
5,212
+871
136
$254K 0.09%
24,652
+2,502
137
$252K 0.09%
14,550
+50
138
$246K 0.09%
5,445
-376
139
$243K 0.09%
6,602
-99
140
$239K 0.09%
21,060
+3,000
141
$238K 0.09%
3,555
-500
142
$238K 0.09%
4,010
143
$233K 0.09%
7,750
+6,750
144
$232K 0.09%
2,000
145
$231K 0.08%
30,250
-5,200
146
$226K 0.08%
1,500
-138
147
$224K 0.08%
12,150
+11,435
148
$217K 0.08%
8,500
-5,000
149
$216K 0.08%
46,400
150
$215K 0.08%
2,409
+560
4 5
6
7 8