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
$45.6M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$129K
3
+$126K
4
DASH icon
DoorDash
DASH
+$115K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$111K

Top Sells

1
+$1.63M
2
+$957K
3
+$338K
4
AAPL icon
Apple
AAPL
+$247K
5
ABBV icon
AbbVie
ABBV
+$51K

Sector Composition

1 Technology 23.02%
2 Industrials 9.32%
3 Communication Services 7.5%
4 Consumer Discretionary 7.49%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.42K ﹤0.01%
84,415
-1,680
202
$1.4K ﹤0.01%
24,074
-1,275
203
$1.19K ﹤0.01%
16
-2
204
$1.14K ﹤0.01%
4,697
-10
205
$1.09K ﹤0.01%
29,982
206
$1.05K ﹤0.01%
1,925
+11
207
$1.04K ﹤0.01%
45,665
+4,375
208
$1.02K ﹤0.01%
10,123
+407
209
$1.02K ﹤0.01%
10,527
-1,725
210
$1.01K ﹤0.01%
4,165
-10
211
$939 ﹤0.01%
7,125
212
$907 ﹤0.01%
41,477
+9,400
213
– –
0
214
$876 ﹤0.01%
1,924
+7
215
$820 ﹤0.01%
+21,430
216
$781 ﹤0.01%
10,359
+1,540
217
$769 ﹤0.01%
14,701
+62
218
$765 ﹤0.01%
2,130
+72
219
$756 ﹤0.01%
2,643
+2,093
220
$694 ﹤0.01%
13,237
-199
221
$677 ﹤0.01%
9,536
-271
222
$676 ﹤0.01%
650
-24
223
$668 ﹤0.01%
5,090
-475
224
$640 ﹤0.01%
6,860
-50
225
$626 ﹤0.01%
8,250
+1,250
7 8
9
10 11