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
$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
State Street 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
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
$105K 0.05%
+1,690
185
$104K 0.05%
2,960
186
$103K 0.05%
2,650
+900
187
$103K 0.05%
2,165
+1,000
188
$102K 0.05%
5,675
189
$102K 0.05%
+5,864
190
$102K 0.05%
2,104
+4
191
$102K 0.05%
885
192
$99.6K 0.05%
2,000
193
$99.2K 0.05%
1,179
+300
194
$97.4K 0.05%
1,200
195
$96K 0.05%
1,100
-1,400
196
$95.3K 0.05%
3,036
+3,000
197
$95.2K 0.05%
748
+39
198
$94.8K 0.05%
1,037
199
$94.2K 0.05%
+1,930
200
$89.8K 0.04%
2,700
+2,500
6 7
8
9 10