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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$150K 0.07%
+6,000
152
$149K 0.07%
+3,000
153
$147K 0.07%
3,200
154
$146K 0.07%
1,640
+788
155
$145K 0.07%
+3,754
156
$142K 0.07%
1,349
-23
157
$141K 0.07%
+2,589
158
$141K 0.07%
1,008
+583
159
$140K 0.07%
3,023
+2,581
160
$138K 0.07%
+6,000
161
$135K 0.06%
2,858
+465
162
$131K 0.06%
1,426
+1
163
$131K 0.06%
795
+200
164
$128K 0.06%
1,498
-1,170
165
$127K 0.06%
3,370
+440
166
$125K 0.06%
4,137
+3,320
167
$123K 0.06%
2,808
+1,800
168
$121K 0.06%
+1,797
169
$121K 0.06%
1,950
-7,035
170
$121K 0.06%
3,567
+2,638
171
$120K 0.06%
2,353
172
$119K 0.06%
2,427
+2,000
173
$119K 0.06%
3,795
+244
174
$119K 0.06%
1,528
+410
175
$116K 0.06%
1,793
5 6
7
8 9