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
$45.6M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$129K
3
+$126K
4
DASH icon
DoorDash
DASH
+$115K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$111K

Top Sells

1
+$1.63M
2
+$957K
3
+$338K
4
AAPL icon
Apple
AAPL
+$247K
5
ABBV icon
AbbVie
ABBV
+$51K

Sector Composition

1 Technology 23.02%
2 Industrials 9.32%
3 Communication Services 7.5%
4 Consumer Discretionary 7.49%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17K 0.04%
386
127
$16.9K 0.04%
4,107
+300
128
$16.7K 0.04%
1,611
129
$16.6K 0.04%
1,728
+519
130
$15.9K 0.03%
4,942
+2,685
131
$15.6K 0.03%
+40
132
$14.9K 0.03%
1,075
133
$14.3K 0.03%
1,320
-1,680
134
$13.6K 0.03%
17,800
+2,100
135
$12.3K 0.03%
4,000
136
$11.2K 0.02%
+2,000
137
$11.1K 0.02%
968
138
$10.7K 0.02%
320
139
$10.5K 0.02%
127
140
$10.1K 0.02%
22,050
+6,800
141
$10.1K 0.02%
44,293
+2,323
142
$10K 0.02%
177,520
+23,440
143
$9.99K 0.02%
1,026
-153
144
$9.97K 0.02%
75
145
$9.13K 0.02%
250
-44,705
146
$8.93K 0.02%
300
147
$8.69K 0.02%
55,270
+32,185
148
$7.92K 0.02%
127
+110
149
$7.81K 0.02%
4,100
150
$7.53K 0.02%
800
+37
4 5
6
7 8