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
$182M
AUM Growth
-$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$767K
3
+$464K
4
WBA
Walgreens Boots Alliance
WBA
+$425K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$357K

Top Sells

1
+$856K
2
+$360K
3
+$221K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$173K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$94.8K

Sector Composition

1 Technology 12.66%
2 Industrials 10.89%
3 Healthcare 10.1%
4 Consumer Discretionary 4.87%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$85.9K 0.05%
5,675
227
$85K 0.05%
2,200
-650
228
$85K 0.05%
1,000
+600
229
$83.5K 0.05%
918
-626
230
$83.1K 0.05%
983
-2
231
$82.9K 0.05%
3,588
232
$82.8K 0.05%
1,094
233
$82.7K 0.05%
2,901
+153
234
$82.4K 0.05%
1,736
235
$81.2K 0.04%
40
236
$80K 0.04%
16,490
-1,000
237
$79.3K 0.04%
1,358
+15
238
$79K 0.04%
1,700
-800
239
$78.9K 0.04%
2,000
240
$78.5K 0.04%
4,665
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241
$77.2K 0.04%
721
242
$76.5K 0.04%
1,000
243
$76.4K 0.04%
3,118
244
$76.3K 0.04%
1,600
245
$75.7K 0.04%
526
+140
246
$75K 0.04%
1,380
+100
247
$72.6K 0.04%
1,209
248
$72.5K 0.04%
607
249
$71.2K 0.04%
3,808
250
$68.3K 0.04%
634
+34
8 9
10
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