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
$45.6M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$129K
3
+$126K
4
DASH icon
DoorDash
DASH
+$115K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$111K

Top Sells

1
+$1.63M
2
+$957K
3
+$338K
4
AAPL icon
Apple
AAPL
+$247K
5
ABBV icon
AbbVie
ABBV
+$51K

Sector Composition

1 Technology 23.02%
2 Industrials 9.32%
3 Communication Services 7.5%
4 Consumer Discretionary 7.49%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.49K 0.02%
549
+49
152
$7.21K 0.02%
1,500
-500
153
$7.11K 0.02%
360
154
$6.9K 0.02%
370
+70
155
$6.64K 0.01%
3,920
156
$6.28K 0.01%
100
-200
157
$5.85K 0.01%
100
158
$5.45K 0.01%
1,608
+1
159
$5.01K 0.01%
300
160
$4.92K 0.01%
646,789
+83,750
161
$4.71K 0.01%
17,923
+1,843
162
$4.42K 0.01%
3,081
-98
163
$4.08K 0.01%
2,150
164
$4.02K 0.01%
800
+300
165
$3.95K 0.01%
2,147
166
$3.79K 0.01%
1,361
+190
167
$3.54K 0.01%
300
168
$3.52K 0.01%
350
169
$3.46K 0.01%
27,221
-8
170
$3.43K 0.01%
100
171
$3.34K 0.01%
26,100
+1,560
172
$3.31K 0.01%
1,591
173
$3.31K 0.01%
9,325
+10
174
$3.21K 0.01%
242,220
+123,695
175
$3.19K 0.01%
600
+50
5 6
7
8 9