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
$313M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$4.21M
3
+$1.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.89M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.64M

Top Sells

1
+$8.56M
2
+$2.86M
3
+$2.35M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M

Sector Composition

1 Technology 40.77%
2 Industrials 7.78%
3 Healthcare 7.3%
4 Consumer Discretionary 3.7%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$139K 0.04%
968
+96
177
$138K 0.04%
1,475
-18
178
$138K 0.04%
4,234
-300
179
$134K 0.04%
4,200
+2,050
180
$132K 0.04%
4,000
181
$131K 0.04%
2,806
+272
182
$130K 0.04%
4,890
+2,790
183
$129K 0.04%
2,725
184
$124K 0.04%
550
185
$120K 0.04%
2,353
186
$118K 0.04%
1,500
-10,317
187
$117K 0.04%
3,320
+2,300
188
$116K 0.04%
901
+51
189
$114K 0.04%
1,451
190
$112K 0.04%
983
191
$109K 0.03%
5,430
+765
192
$107K 0.03%
1,500
-2,860
193
$107K 0.03%
1,502
194
$106K 0.03%
12,050
-20
195
$105K 0.03%
6,894
196
$103K 0.03%
800
197
$102K 0.03%
2,137
+5
198
$101K 0.03%
2,038
199
$100K 0.03%
2,587
-373
200
$99.3K 0.03%
1,122
-400
6 7
8
9 10