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
$470M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.02M
3
+$811K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$609K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$534K

Top Sells

1
+$1.98M
2
+$468K
3
+$454K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$407K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$303K

Sector Composition

1 Technology 17.47%
2 Healthcare 8.78%
3 Industrials 6.74%
4 Communication Services 5.06%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$236K 0.05%
16,250
-500
202
$236K 0.05%
984
203
$235K 0.05%
1,245
+70
204
$230K 0.05%
1,286
+786
205
$227K 0.05%
3,579
206
$226K 0.05%
1,840
+250
207
$222K 0.05%
8,514
+1,000
208
$221K 0.05%
2,453
209
$219K 0.05%
2,200
-235
210
$218K 0.05%
1,826
211
$218K 0.05%
795
-30
212
$217K 0.05%
803
+2
213
$215K 0.05%
1,311
214
$211K 0.04%
1,264
215
$210K 0.04%
1,158
216
$208K 0.04%
4,150
+270
217
$207K 0.04%
496
218
$205K 0.04%
4,556
219
$204K 0.04%
8,423
+3,282
220
$199K 0.04%
4,800
221
$196K 0.04%
1,824
+303
222
$196K 0.04%
2,340
223
$195K 0.04%
1,460
224
$195K 0.04%
465
+200
225
$194K 0.04%
1,471
7 8
9
10 11