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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$180K 0.05%
4,556
-200
202
$179K 0.05%
4,250
203
$177K 0.05%
9,609
-53
204
$176K 0.05%
9,000
+7,000
205
$171K 0.05%
11,395
+1,810
206
$167K 0.05%
7,525
+1,803
207
$166K 0.05%
5,815
208
$162K 0.05%
1,350
209
$162K 0.05%
614
210
$159K 0.05%
2,453
211
$156K 0.04%
5,786
+200
212
$154K 0.04%
668
213
$151K 0.04%
1,850
214
$149K 0.04%
2,000
215
$147K 0.04%
946
216
$147K 0.04%
1,460
-100
217
$146K 0.04%
1,248
218
$145K 0.04%
1,800
219
$144K 0.04%
1,041
+241
220
$141K 0.04%
24,000
-6,500
221
$139K 0.04%
4,228
-845
222
$139K 0.04%
2,678
-250
223
$138K 0.04%
2,407
-100
224
$136K 0.04%
2,305
225
$135K 0.04%
1,750
7 8
9
10 11