WIM
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Westside Investment Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Westside Investment Management’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,000
Closed -$39 – 678
2020
Q2 		$39 Hold
1,000
– – ﹤0.01% 349
2020
Q1 		$36 Buy
+1,000
New +$39.2K ﹤0.01% 355
2019
Q2 		$39 Buy
+1,000
New +$38.3K ﹤0.01% 344
2018
Q4 		$35.7K Buy
+1,000
New +$36.5K 0.01% 327
2018
Q2 		– Sell
-1,000
Closed -$37.5K – 819
2018
Q1 		$37.5K Hold
1,000
– – 0.02% 304
2017
Q4 		$38.5K Hold
1,000
– – 0.02% 308
2017
Q3 		$37.9K Hold
1,000
– – 0.02% 295
2017
Q2 		$37K Hold
1,000
– – 0.02% 293
2017
Q1 		$36.3K Buy
+1,000
New +$35.9K 0.02% 283

Other funds holding AOM

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return