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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$542K 0.16%
86,565
-1,725
127
$541K 0.16%
2,104
+10
128
$540K 0.16%
12,250
+6,900
129
$529K 0.15%
17,938
+3,700
130
$527K 0.15%
11,000
131
$527K 0.15%
7,220
-150
132
$521K 0.15%
1,275
-13
133
$495K 0.14%
4,207
134
$494K 0.14%
6,342
+1,395
135
$490K 0.14%
4,770
-416
136
$482K 0.14%
9,039
137
$476K 0.14%
7,600
-350
138
$462K 0.13%
21,700
139
$454K 0.13%
11,034
+50
140
$443K 0.13%
2,805
141
$438K 0.13%
4,777
-319
142
$434K 0.13%
12,214
-565
143
$433K 0.12%
4,786
144
$429K 0.12%
1,500
145
$419K 0.12%
742
-10
146
$418K 0.12%
9,429
-300
147
$416K 0.12%
2,469
148
$413K 0.12%
5,143
-37
149
$412K 0.12%
1,365
+1
150
$404K 0.12%
6,952
+4
4 5
6
7 8