WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.4M 33.15%
1,932,784
+35,372
2
$7.87M 3.76%
+65,257
3
$7.69M 3.67%
70,715
-103,382
4
$6.56M 3.13%
27,802
+10,676
5
$6.3M 3.01%
+109,435
6
$4.18M 1.99%
46,781
+11,406
7
$2.91M 1.39%
22,072
+3,348
8
$2.62M 1.25%
65,396
+22,857
9
$2.49M 1.19%
20,843
+16,467
10
$2.42M 1.16%
36,412
+15,198
11
$1.97M 0.94%
28,045
+8,297
12
$1.92M 0.92%
14,010
+1,338
13
$1.91M 0.91%
46,020
+1,480
14
$1.91M 0.91%
22,570
+5,791
15
$1.71M 0.82%
13,744
+6,131
16
$1.6M 0.76%
11,272
+3,528
17
$1.59M 0.76%
9,781
+4,315
18
$1.51M 0.72%
10,480
+4,477
19
$1.38M 0.66%
21,020
+10,920
20
$1.33M 0.64%
56,824
+7,656
21
$1.33M 0.64%
30,060
+7,860
22
$1.33M 0.63%
+25,012
23
$1.27M 0.61%
41,680
+18,125
24
$1.19M 0.57%
6,088
+2,677
25
$1.14M 0.54%
9,396
+653
1
2 3 4 5