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
$313M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$4.21M
3
+$1.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.89M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.64M

Top Sells

1
+$8.56M
2
+$2.86M
3
+$2.35M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M

Sector Composition

1 Technology 40.77%
2 Industrials 7.78%
3 Healthcare 7.3%
4 Consumer Discretionary 3.7%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$98.5K 0.03%
3,130
202
$97.2K 0.03%
1,744
+128
203
$97.1K 0.03%
2,000
-58,989
204
$95.8K 0.03%
2,000
-37,254
205
$95.1K 0.03%
738
+500
206
$95K 0.03%
1,100
+100
207
$93.1K 0.03%
1,313
208
$91.1K 0.03%
3,110
+1,846
209
$90.9K 0.03%
1,700
+1,600
210
$90.8K 0.03%
3,118
211
$90.4K 0.03%
+3,900
212
$88.9K 0.03%
1,441
213
$87K 0.03%
1,471
214
$86.6K 0.03%
2,273
-172
215
$86.1K 0.03%
800
-294
216
$85K 0.03%
2,115
217
$84.6K 0.03%
1,800
-800
218
$84.4K 0.03%
3,375
219
$82.5K 0.03%
1,547
+375
220
$80.9K 0.03%
1,000
221
$80.6K 0.03%
2,000
222
$79.6K 0.03%
40
223
$78.8K 0.03%
925
224
$77.4K 0.02%
659
225
$77.1K 0.02%
1,600
-6,060
7 8
9
10 11