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
$44.2M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$150K
2
+$133K
3
+$103K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$96.4K
5
ARKK icon
ARK Innovation ETF
ARKK
+$78.5K

Top Sells

1
+$831K
2
+$99K
3
+$80.6K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$72K
5
AMZN icon
Amazon
AMZN
+$64.9K

Sector Composition

1 Technology 23.48%
2 Industrials 9.51%
3 Communication Services 7.79%
4 Consumer Discretionary 7.69%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17.5K 0.04%
+2,574
127
$17K 0.04%
386
128
$17K 0.04%
4,107
129
$16.8K 0.04%
15,874
+90
130
$16.6K 0.04%
1,611
131
$16.6K 0.04%
1,728
132
$15.9K 0.04%
5,325
+383
133
$15.6K 0.04%
40
134
$14.9K 0.03%
1,075
135
$14.2K 0.03%
1,320
136
$13.5K 0.03%
17,900
+100
137
$12.2K 0.03%
4,000
138
$11.2K 0.03%
2,000
139
$11.1K 0.03%
968
140
$10.6K 0.02%
260
-60
141
$10.5K 0.02%
111
-16
142
$10.3K 0.02%
197,664
+20,144
143
$10K 0.02%
26,550
+4,500
144
$9.97K 0.02%
75
145
$9.95K 0.02%
893
-133
146
$9.91K 0.02%
22,830
+22,580
147
$9.13K 0.02%
48,422
+4,129
148
$8.99K 0.02%
1,040
+200
149
$8.92K 0.02%
300
150
$8.37K 0.02%
64,820
+9,550
4 5
6
7 8