WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.15M
3
+$2.54M
4
GLD icon
SPDR Gold Trust
GLD
+$1.91M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.4M

Top Sells

1
+$11.2M
2
+$10.1M
3
+$3.27M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.12M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 38.77%
2 Industrials 8.71%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$87.8K 0.04%
2,115
+1,250
202
$87.2K 0.04%
+750
203
$86.8K 0.04%
1,500
+800
204
$86.4K 0.04%
4,395
+2,355
205
$86.2K 0.04%
280
-32,409
206
$85.2K 0.04%
1,600
-20,854
207
$85.1K 0.04%
994
+175
208
$84.4K 0.04%
2,044
+1,000
209
$84.1K 0.04%
1,353
+238
210
$81.6K 0.04%
800
211
$81K 0.04%
46
212
$80.2K 0.04%
2,537
-2,369
213
$80.1K 0.04%
+708
214
$79.8K 0.04%
+2,432
215
$78.5K 0.04%
5,400
+4,500
216
$77.8K 0.04%
729
+521
217
$77.1K 0.04%
+3,790
218
$76.7K 0.04%
1,395
-64
219
$76.1K 0.04%
2,000
+60
220
$75.4K 0.04%
+659
221
$74.6K 0.04%
+721
222
$74.5K 0.04%
+1,372
223
$74.4K 0.04%
3,808
224
$72.7K 0.03%
+5,600
225
$72.2K 0.03%
1,000
7 8
9
10 11