WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
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
808
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.15M
3
+$2.54M
4
GLD icon
SPDR Gold Trust
GLD
+$1.91M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.4M

Top Sells

1
+$11.2M
2
+$10.1M
3
+$3.27M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.12M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 38.77%
2 Industrials 8.71%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$116K 0.06%
1,452
+121
177
$116K 0.06%
1,638
-19
178
$114K 0.05%
5,502
+752
179
$110K 0.05%
1,418
+1,000
180
$109K 0.05%
+1,500
181
$109K 0.05%
5,000
182
$108K 0.05%
2,210
+48
183
$106K 0.05%
876
+686
184
$104K 0.05%
2,960
185
$103K 0.05%
2,650
+900
186
$103K 0.05%
2,165
+1,000
187
$102K 0.05%
5,675
188
$102K 0.05%
+5,864
189
$102K 0.05%
2,104
+4
190
$102K 0.05%
885
191
$99.6K 0.05%
2,000
192
$99.2K 0.05%
1,179
+300
193
$97.4K 0.05%
1,200
194
$96K 0.05%
2,200
-2,800
195
$95.3K 0.05%
3,036
+3,000
196
$95.2K 0.05%
748
+39
197
$94.8K 0.05%
1,037
198
$94.2K 0.05%
+1,930
199
$89.8K 0.04%
2,700
+2,500
200
$89.1K 0.04%
1,313
6 7
8
9 10