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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$244K 0.07%
8,102
-5,799
177
$243K 0.07%
26,750
178
$241K 0.07%
19,400
179
$237K 0.07%
58,758
-11,377
180
$236K 0.07%
2,271
181
$233K 0.07%
4,636
-42
182
$229K 0.07%
2,195
+1,310
183
$223K 0.06%
21,200
184
$215K 0.06%
789
+80
185
$210K 0.06%
2,000
186
$205K 0.06%
450
187
$205K 0.06%
1,857
+900
188
$204K 0.06%
3,100
189
$202K 0.06%
970
+2
190
$198K 0.06%
920
191
$196K 0.06%
2,847
192
$195K 0.06%
936
+50
193
$190K 0.05%
5,040
194
$190K 0.05%
2,788
195
$189K 0.05%
1,571
196
$187K 0.05%
495
+1
197
$183K 0.05%
3,660
198
$181K 0.05%
3,168
199
$180K 0.05%
2,832
200
$180K 0.05%
1,191
6 7
8
9 10