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
$45.6M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$129K
3
+$126K
4
DASH icon
DoorDash
DASH
+$115K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$111K

Top Sells

1
+$1.63M
2
+$957K
3
+$338K
4
AAPL icon
Apple
AAPL
+$247K
5
ABBV icon
AbbVie
ABBV
+$51K

Sector Composition

1 Technology 23.02%
2 Industrials 9.32%
3 Communication Services 7.5%
4 Consumer Discretionary 7.49%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.97K 0.01%
667
177
$2.92K 0.01%
42,930
-2,973
178
$2.77K 0.01%
500
179
$2.55K 0.01%
1,100
180
$2.48K 0.01%
29,727
+2,295
181
$2.44K 0.01%
48,535
+7,041
182
$2.41K 0.01%
13,794
-82
183
$2.34K 0.01%
50
184
$2.3K 0.01%
520
185
$2.05K ﹤0.01%
28,253
-4,530
186
$2.04K ﹤0.01%
67,465
+8,255
187
$1.93K ﹤0.01%
12,837
-7,460
188
$1.92K ﹤0.01%
71,015
+1,515
189
$1.9K ﹤0.01%
40,220
+41
190
$1.83K ﹤0.01%
18,517
-831
191
$1.78K ﹤0.01%
13,453
-122
192
$1.65K ﹤0.01%
98,447
-4,005
193
$1.61K ﹤0.01%
+32,200
194
$1.55K ﹤0.01%
6,471
-289
195
$1.53K ﹤0.01%
3,393
+18
196
$1.51K ﹤0.01%
27,148
+408
197
$1.5K ﹤0.01%
13,511
+1,335
198
$1.48K ﹤0.01%
324
199
$1.47K ﹤0.01%
276
+250
200
$1.46K ﹤0.01%
2,865
-174
6 7
8
9 10