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
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$699K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$352K 0.07%
+4,800
177
$350K 0.07%
9,815
+5,915
178
$347K 0.07%
1,341
+110
179
$346K 0.07%
2,610
180
$330K 0.07%
3,000
181
$320K 0.07%
3,357
-819
182
$312K 0.07%
998
183
$294K 0.06%
4,631
+626
184
$293K 0.06%
2,280
+440
185
$285K 0.06%
5,700
+900
186
$284K 0.06%
813
187
$283K 0.06%
12,053
188
$279K 0.06%
7,985
+1,935
189
$272K 0.06%
16,702
-3,147
190
$269K 0.06%
7,942
+1,790
191
$269K 0.06%
3,627
192
$269K 0.06%
4,204
+526
193
$263K 0.06%
3,100
194
$257K 0.05%
2,832
195
$253K 0.05%
2,824
+84
196
$249K 0.05%
1,246
-2
197
$247K 0.05%
1,447
+199
198
$247K 0.05%
2,639
-572
199
$247K 0.05%
2,682
200
$241K 0.05%
729
-20
6 7
8
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