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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$84.1M 30.79%
2,191,740
+253,648
2
$11.1M 4.05%
86,646
-2,439
3
$9.78M 3.58%
177,796
-220,989
4
$8.68M 3.18%
+81,471
5
$8.49M 3.11%
34,073
-10
6
$4.95M 1.81%
50,560
+1,530
7
$4.71M 1.72%
30,456
+7,132
8
$3.75M 1.37%
76,214
+74,214
9
$3.57M 1.31%
93,632
+845
10
$2.64M 0.97%
41,934
-574
11
$2.52M 0.92%
20,796
-68
12
$2.5M 0.92%
22,867
+7,373
13
$2.42M 0.89%
28,986
-6,730
14
$2.38M 0.87%
50,372
+48,372
15
$2.36M 0.86%
23,182
-73
16
$2.34M 0.86%
44,740
-591,640
17
$2.26M 0.83%
29,440
-680
18
$2.14M 0.78%
89,894
+5,851
19
$2.14M 0.78%
14,124
-2,127
20
$2.05M 0.75%
26,220
+8,280
21
$2.03M 0.74%
16,684
+3
22
$2.01M 0.73%
34,986
-5,781
23
$1.99M 0.73%
10,218
-79
24
$1.85M 0.68%
115,700
+8,585
25
$1.75M 0.64%
12,739
+6,178
1
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