WIM
Westside Investment Management Portfolio holdings
AUM
$539M
1-Year Return
24.46%
This Quarter Return
+8.46%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$470M
AUM Growth
+$32.7M
(+7.5%)
Cap. Flow
+$6.17M
Cap. Flow
% of AUM
1.31%
Top 10 Holdings %
Top 10 Hldgs %
26.39%
Holding
1,031
New
44
Increased
165
Reduced
154
Closed
39
Top Buys
| 1 |
Inspire Tactical Balanced ETF
RISN
|
$1.34M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$1.02M |
| 3 |
Avantis US Small Cap Value ETF
AVUV
|
$811K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$609K |
| 5 |
Capital Group Core Balanced ETF
CGBL
|
$534K |
Top Sells
| 1 |
Harrow
HROW
|
$1.98M |
| 2 |
Invesco QQQ Trust
QQQ
|
$468K |
| 3 |
Uber
UBER
|
$454K |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$407K |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$303K |
Sector Composition
| 1 | Technology | 17.47% |
| 2 | Healthcare | 8.78% |
| 3 | Industrials | 6.74% |
| 4 | Communication Services | 5.06% |
| 5 | Consumer Discretionary | 3.91% |
