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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$394K 0.11%
11,865
+203
152
$386K 0.11%
2,280
-40
153
$380K 0.11%
4,000
154
$379K 0.11%
7,552
-458
155
$371K 0.11%
3,881
-88
156
$341K 0.1%
14,852
+525
157
$338K 0.1%
8,750
+2,575
158
$334K 0.1%
3,245
+3
159
$334K 0.1%
2,495
-100
160
$332K 0.1%
8,600
+500
161
$318K 0.09%
7,011
162
$318K 0.09%
1,167
+80
163
$312K 0.09%
793
+213
164
$310K 0.09%
3,350
165
$305K 0.09%
6,163
166
$301K 0.09%
3,055
-51
167
$297K 0.09%
4,131
168
$284K 0.08%
6,171
169
$281K 0.08%
41,540
-700
170
$275K 0.08%
3,000
171
$275K 0.08%
2,835
-54
172
$270K 0.08%
5,616
173
$248K 0.07%
3,579
+200
174
$248K 0.07%
4,427
+1
175
$246K 0.07%
572
5 6
7
8 9