WIM
Westside Investment Management Portfolio holdings
AUM
$539M
1-Year Return
24.46%
This Quarter Return
+24.1%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$220M
AUM Growth
+$50.1M
(+30%)
Cap. Flow
+$5.31M
Cap. Flow
% of AUM
2.42%
Top 10 Holdings %
Top 10 Hldgs %
92.96%
Holding
706
New
37
Increased
131
Reduced
94
Closed
29
Top Buys
| 1 |
Apple
AAPL
|
$1.72M |
| 2 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$295K |
| 3 |
Gilead Sciences
GILD
|
$155K |
| 4 |
Walmart
WMT
|
$145K |
| 5 |
CVS Health
CVS
|
$123K |
Top Sells
| 1 |
Northrop Grumman
NOC
|
$175K |
| 2 |
ProShares Ultra VIX Short-Term Futures ETF
UVXY
|
$29.5K |
| 3 |
Invesco QQQ Trust
QQQ
|
$27.2K |
| 4 |
Blink Charging
BLNK
|
$17K |
| 5 |
HA
Hawaiian Holdings, Inc.
HA
|
$17K |
Sector Composition
| 1 | Technology | 87.83% |
| 2 | Industrials | 2.15% |
| 3 | Consumer Discretionary | 1.39% |
| 4 | Communication Services | 1.11% |
| 5 | Healthcare | 1.07% |
