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
$45.6M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$129K
3
+$126K
4
DASH icon
DoorDash
DASH
+$115K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$111K

Top Sells

1
+$1.63M
2
+$957K
3
+$338K
4
AAPL icon
Apple
AAPL
+$247K
5
ABBV icon
AbbVie
ABBV
+$51K

Sector Composition

1 Technology 23.02%
2 Industrials 9.32%
3 Communication Services 7.5%
4 Consumer Discretionary 7.49%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.85M 15.05%
106,600
-3,844
2
$3.55M 7.79%
11,250
-3,033
3
$1.64M 3.59%
35,840
-420
4
$1.57M 3.45%
28,960
+1,180
5
$980K 2.15%
19,293
-6,650
6
$736K 1.62%
21,894
+126
7
$731K 1.6%
27,414
+741
8
$705K 1.55%
127,961
+14,335
9
$677K 1.49%
17,302
+885
10
$672K 1.47%
26,135
+255
11
$664K 1.46%
48,644
-1,340
12
$602K 1.32%
56,663
-4,065
13
$578K 1.27%
12,811
-73
14
$565K 1.24%
23,410
-200
15
$564K 1.24%
18,667
+1,043
16
$544K 1.2%
79,883
+2,100
17
$540K 1.19%
28,887
+1,945
18
$527K 1.16%
26,700
+1,780
19
$486K 1.07%
39,482
-905
20
$477K 1.05%
31,213
21
$463K 1.02%
14,978
+1,305
22
$444K 0.97%
9,179
+325
23
$416K 0.91%
91,610
+28,280
24
$404K 0.89%
9,683
-26
25
$400K 0.88%
100,900
+16,000
1
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