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
251
$63.6K 0.04%
1,000
252
$62.5K 0.04%
3,500
253
$62.4K 0.04%
390
254
$60.8K 0.04%
+430
255
$59.4K 0.04%
3,375
256
$58.7K 0.04%
1,250
257
$58K 0.04%
1,272
+100
258
$55.5K 0.03%
2,914
-600
259
$54.6K 0.03%
718
260
$54.4K 0.03%
1,131
261
$53.4K 0.03%
1,000
262
$53.3K 0.03%
1,054
263
$53.2K 0.03%
1,767
+3
264
$52.9K 0.03%
3,300
265
$52.9K 0.03%
900
266
$51.3K 0.03%
1,395
+66
267
$51.2K 0.03%
1,008
268
$50.6K 0.03%
216
+1
269
$49.7K 0.03%
1,600
270
$49.1K 0.03%
2,442
+895
271
$49K 0.03%
386
+200
272
$49K 0.03%
400
273
$48.2K 0.03%
1,400
274
$48.1K 0.03%
422
-91
275
$47.6K 0.03%
775
+12
9 10
11
12 13