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
$44.2M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$150K
2
+$133K
3
+$103K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$96.4K
5
ARKK icon
ARK Innovation ETF
ARKK
+$78.5K

Top Sells

1
+$831K
2
+$99K
3
+$80.6K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$72K
5
AMZN icon
Amazon
AMZN
+$64.9K

Sector Composition

1 Technology 23.48%
2 Industrials 9.51%
3 Communication Services 7.79%
4 Consumer Discretionary 7.69%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.3K ﹤0.01%
3,448
+55
202
$1.26K ﹤0.01%
95,032
-3,415
203
$1.19K ﹤0.01%
14
-2
204
$1.19K ﹤0.01%
13,216
-295
205
$1.13K ﹤0.01%
15,056
+7,196
206
$968 ﹤0.01%
29,532
-450
207
$962 ﹤0.01%
56,309
+20,019
208
$960 ﹤0.01%
4,582
-115
209
$900 ﹤0.01%
44,177
+2,700
210
$890 ﹤0.01%
1,901
-24
211
– –
0
212
$856 ﹤0.01%
2,643
213
$856 ﹤0.01%
10,220
+97
214
$844 ﹤0.01%
4,096
-69
215
$802 ﹤0.01%
23,293
+1,863
216
$789 ﹤0.01%
9,787
-740
217
$780 ﹤0.01%
10,809
+2,559
218
$739 ﹤0.01%
10,359
219
$716 ﹤0.01%
1,956
+32
220
$677 ﹤0.01%
13,669
+432
221
$675 ﹤0.01%
596
-54
222
$648 ﹤0.01%
7,125
223
$588 ﹤0.01%
8,231
+4,073
224
$587 ﹤0.01%
4,930
-160
225
$574 ﹤0.01%
9,456
-80
7 8
9
10 11