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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$116K 0.04%
+2,450
202
$116K 0.04%
2,960
+373
203
$115K 0.04%
1,793
204
$115K 0.04%
2,170
+2,000
205
$110K 0.04%
4,711
+2
206
$104K 0.04%
1,093
-502
207
$104K 0.04%
+6,005
208
$103K 0.04%
2,148
+11
209
$101K 0.04%
3,614
-620
210
$100K 0.04%
2,444
-362
211
$98.9K 0.04%
+1,680
212
$98.4K 0.04%
74,000
-1,650
213
$97.7K 0.04%
3,075
+2,525
214
$97.2K 0.04%
+970
215
$96.8K 0.04%
808
-93
216
$96.6K 0.04%
1,250
+1,125
217
$92.7K 0.03%
+708
218
$92.6K 0.03%
900
-500
219
$92.4K 0.03%
1,236
-77
220
$91.9K 0.03%
550
221
$91.6K 0.03%
2,432
-8,484
222
$90.9K 0.03%
983
223
$89.9K 0.03%
2,300
+1,700
224
$89.2K 0.03%
1,451
225
$87.8K 0.03%
2,248
-14,861
7 8
9
10 11