WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.2M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$1.85M
3
+$1.17M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.12M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$848K

Top Sells

1
+$1.5M
2
+$1.35M
3
+$1.32M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$933K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$855K

Sector Composition

1 Technology 23.47%
2 Industrials 9.51%
3 Communication Services 7.79%
4 Consumer Discretionary 7.69%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$573 ﹤0.01%
5,743
-13,550
227
$555 ﹤0.01%
7,908
+424
228
$529 ﹤0.01%
6,860
229
$521 ﹤0.01%
5,116
+2,316
230
$517 ﹤0.01%
2,307
+177
231
$477 ﹤0.01%
3,085
232
$474 ﹤0.01%
6,390
233
$461 ﹤0.01%
49,165
+1,900
234
$438 ﹤0.01%
4,281
+1
235
$426 ﹤0.01%
7,552
-16,522
236
$425 ﹤0.01%
7,895
+2,201
237
$394 ﹤0.01%
2,370
238
$390 ﹤0.01%
4,310
+1,679
239
$381 ﹤0.01%
8,950
240
$372 ﹤0.01%
2,327
+7
241
$366 ﹤0.01%
3,491
-115
242
$351 ﹤0.01%
1,800
243
$335 ﹤0.01%
5,510
-20
244
$333 ﹤0.01%
10,131
+651
245
$331 ﹤0.01%
39,665
-6,000
246
$331 ﹤0.01%
10,902
+2,525
247
$330 ﹤0.01%
3,350
248
$323 ﹤0.01%
1,178
+3
249
$312 ﹤0.01%
6,995
+650
250
$298 ﹤0.01%
1,500
8 9
10
11 12