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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$89.1K 0.04%
1,313
202
$87.8K 0.04%
2,115
+1,250
203
$87.2K 0.04%
+750
204
$86.8K 0.04%
1,500
+800
205
$86.4K 0.04%
4,395
+2,355
206
$86.2K 0.04%
280
-32,409
207
$85.2K 0.04%
1,600
-20,854
208
$85.1K 0.04%
994
+175
209
$84.4K 0.04%
2,044
+1,000
210
$84.1K 0.04%
1,353
+238
211
$81.6K 0.04%
800
212
$81K 0.04%
46
213
$80.2K 0.04%
2,537
-2,369
214
$80.1K 0.04%
+708
215
$79.8K 0.04%
+2,432
216
$78.5K 0.04%
5,400
+4,500
217
$77.8K 0.04%
729
+521
218
$77.1K 0.04%
+3,790
219
$76.7K 0.04%
1,395
-64
220
$76.1K 0.04%
2,000
+60
221
$75.4K 0.04%
+659
222
$74.6K 0.04%
+721
223
$74.5K 0.04%
+1,372
224
$74.4K 0.04%
3,808
225
$72.7K 0.03%
+5,600
7 8
9
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