WIM
Westside Investment Management Portfolio holdings
AUM
$539M
1-Year Return
24.46%
This Quarter Return
+3.65%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$37.9M
AUM Growth
+$1.42M
(+3.9%)
Cap. Flow
+$882K
Cap. Flow
% of AUM
2.33%
Top 10 Holdings %
Top 10 Hldgs %
44.74%
Holding
767
New
93
Increased
132
Reduced
143
Closed
26
Top Buys
| 1 |
Hartford Schroders Tax-Aware Bond ETF
HTAB
|
$244K |
| 2 |
First Trust Preferred Securities and Income ETF
FPE
|
$202K |
| 3 |
Alibaba
BABA
|
$161K |
| 4 |
First Trust Value Line Dividend Fund
FVD
|
$114K |
| 5 |
Amgen
AMGN
|
$108K |
Top Sells
| 1 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$1.08M |
| 2 |
PARA
Paramount Global Class B
PARA
|
$106K |
| 3 |
AB InBev
BUD
|
$70K |
| 4 |
Occidental Petroleum
OXY
|
$63.9K |
| 5 |
Northrop Grumman
NOC
|
$50.3K |
Sector Composition
| 1 | Technology | 19.45% |
| 2 | Industrials | 13.32% |
| 3 | Consumer Discretionary | 7.78% |
| 4 | Healthcare | 7.73% |
| 5 | Communication Services | 7.66% |
