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
$313M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$4.21M
3
+$1.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.89M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.64M

Top Sells

1
+$8.56M
2
+$2.86M
3
+$2.35M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M

Sector Composition

1 Technology 40.77%
2 Industrials 7.78%
3 Healthcare 7.3%
4 Consumer Discretionary 3.7%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$108M 34.56%
1,938,092
+5,464
2
$27.6M 8.82%
398,785
+222,426
3
$12.3M 3.95%
89,085
+13,884
4
$10.7M 3.42%
34,083
5
$5.44M 1.74%
49,030
+270
6
$4.54M 1.45%
636,380
+590,820
7
$4.33M 1.38%
23,324
+58
8
$3.85M 1.23%
92,787
+10,777
9
$3.29M 1.05%
42,508
-351
10
$3.13M 1%
40,767
-3,289
11
$2.96M 0.94%
30,120
-400
12
$2.85M 0.91%
16,251
+1,477
13
$2.73M 0.87%
35,716
+6,253
14
$2.69M 0.86%
23,255
+627
15
$2.33M 0.74%
84,043
+3,140
16
$2.25M 0.72%
20,864
-6,935
17
$2.13M 0.68%
10,297
-55
18
$2.02M 0.64%
107,115
+6,025
19
$1.95M 0.62%
28,092
+27,243
20
$1.94M 0.62%
16,681
+2,974
21
$1.83M 0.58%
11,341
+332
22
$1.74M 0.56%
24,263
-50
23
$1.71M 0.55%
15,494
+4,784
24
$1.67M 0.54%
10,353
+391
25
$1.64M 0.52%
+16,056
1
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