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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$213K 0.08%
2,951
152
$211K 0.08%
2,896
-355
153
$210K 0.08%
+1,603
154
$206K 0.08%
15,582
-800
155
$201K 0.07%
1,928
+2
156
$201K 0.07%
17,525
-2,500
157
$201K 0.07%
+4,470
158
$200K 0.07%
1,165
-55
159
$197K 0.07%
3,000
160
$195K 0.07%
1,481
-149
161
$192K 0.07%
1,008
162
$189K 0.07%
4,000
163
$187K 0.07%
2,789
+992
164
$179K 0.07%
3,700
+2,100
165
$179K 0.07%
1,298
166
$175K 0.06%
1,750
167
$173K 0.06%
1,075
168
$173K 0.06%
5,541
-180
169
$170K 0.06%
5,895
-700
170
$167K 0.06%
1,313
+35
171
$160K 0.06%
10,124
-230
172
$158K 0.06%
2,460
-30,558
173
$155K 0.06%
5,400
174
$154K 0.06%
2,740
-186
175
$154K 0.06%
2,628
5 6
7
8 9