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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.5M 4.75%
96,280
-21
2
$11.7M 3.36%
32,547
+704
3
$11M 3.17%
51,838
+562
4
$10.5M 3.01%
101,329
+5,253
5
$7.99M 2.3%
25,316
-401
6
$7.26M 2.09%
157,800
-2,200
7
$6.74M 1.94%
104,807
-15
8
$6.61M 1.9%
70,267
+3,289
9
$6.58M 1.89%
131,030
+27,250
10
$6.57M 1.89%
51,707
-330
11
$5.68M 1.64%
43,416
12
$5.45M 1.57%
20,231
+45
13
$5.29M 1.52%
34,056
-379
14
$5.04M 1.45%
115,322
-850
15
$4.77M 1.37%
10,844
16
$4.7M 1.35%
15,664
-17
17
$4.66M 1.34%
46,570
-6,568
18
$4.59M 1.32%
34,801
-926
19
$4.48M 1.29%
64,144
+1,083
20
$4.31M 1.24%
26,287
-380
21
$4.22M 1.22%
86,200
+9,400
22
$3.99M 1.15%
84,420
+5,320
23
$3.92M 1.13%
22,889
+345
24
$3.71M 1.07%
32,247
-352
25
$3.28M 0.95%
419,465
-14,325
1
2 3 4 5