WIM

Westside Investment Management Portfolio holdings

AUM $626M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$853K
3
+$557K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$397K
5
TPC
Tutor Perini Cor
TPC
+$300K

Top Sells

1
+$562K
2
+$265K
3
+$264K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$175K
5
USO icon
United States Oil Fund
USO
+$168K

Sector Composition

1 Technology 12.84%
2 Industrials 11.21%
3 Healthcare 10.92%
4 Consumer Discretionary 4.67%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$78K 0.05%
5,600
227
$77.8K 0.05%
1,000
228
$77.7K 0.05%
950
-20
229
$77.1K 0.05%
40
-6
230
$76.7K 0.05%
647
-53
231
$75.9K 0.05%
2,115
232
$75.8K 0.05%
607
233
$75.5K 0.05%
+1,967
234
$75.5K 0.05%
1,309
+25
235
$75.2K 0.05%
1,600
236
$75.1K 0.05%
3,370
237
$74.2K 0.04%
1,627
238
$73.8K 0.04%
2,748
+3
239
$72.3K 0.04%
861
-91
240
$72.2K 0.04%
3,808
241
$71.9K 0.04%
848
242
$71.6K 0.04%
1,263
+976
243
$70.4K 0.04%
934
244
$69.4K 0.04%
592
245
$66.7K 0.04%
3,300
246
$65.9K 0.04%
5,013
247
$65.7K 0.04%
978
+102
248
$65K 0.04%
1,105
-200
249
$64.3K 0.04%
500
250
$64.1K 0.04%
1,120
+50
8 9
10
11 12