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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$151K 0.06%
2,661
177
$151K 0.06%
+22,200
178
$148K 0.05%
1,300
+100
179
$145K 0.05%
2,327
180
$143K 0.05%
4,400
+2,847
181
$142K 0.05%
+2,415
182
$140K 0.05%
3,501
183
$138K 0.05%
450
+350
184
$138K 0.05%
1,700
+600
185
$138K 0.05%
39
+1
186
$137K 0.05%
6,180
+750
187
$135K 0.05%
2,852
-206
188
$134K 0.05%
381
189
$129K 0.05%
7,650
-581
190
$128K 0.05%
3,325
+125
191
$128K 0.05%
4,120
+800
192
$127K 0.05%
2,000
193
$126K 0.05%
890
-78
194
$123K 0.05%
1,259
+600
195
$122K 0.04%
1,418
196
$122K 0.04%
881
+300
197
$121K 0.04%
1,282
-356
198
$121K 0.04%
2,725
199
$119K 0.04%
7,940
+3,050
200
$118K 0.04%
2,353
6 7
8
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