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
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$699K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$746K 0.16%
12,128
+1,269
127
$739K 0.16%
8,410
128
$730K 0.16%
3,533
-1,095
129
$730K 0.16%
10,289
-57
130
$701K 0.15%
44,370
-4,050
131
$697K 0.15%
89,200
-775
132
$681K 0.15%
259,050
+54,025
133
$677K 0.14%
169,147
+45,635
134
$668K 0.14%
3,918
-204
135
$654K 0.14%
1,463
136
$652K 0.14%
17,894
+15,094
137
$610K 0.13%
6,400
138
$590K 0.13%
6,479
+1,392
139
$561K 0.12%
24,864
+8,977
140
$559K 0.12%
17,325
+1,650
141
$558K 0.12%
7,670
142
$550K 0.12%
14,473
+6,386
143
$530K 0.11%
2,818
+40
144
$528K 0.11%
3,047
+1,761
145
$526K 0.11%
3,141
+50
146
$507K 0.11%
5,134
+260
147
$500K 0.11%
6,170
148
$495K 0.11%
3,120
-230
149
$478K 0.1%
721
+701
150
$477K 0.1%
849
+19
4 5
6
7 8