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
251
$68.2K 0.04%
1,080
+102
252
$68.2K 0.04%
449
-51
253
$67.6K 0.04%
1,172
+62
254
$65.7K 0.04%
5,400
255
$65.2K 0.04%
628
256
$64.8K 0.04%
841
257
$64.7K 0.04%
273
+56
258
$64.2K 0.04%
2,115
259
$64.1K 0.04%
600
260
$63K 0.03%
1,395
261
$62.6K 0.03%
924
262
$62.3K 0.03%
3,500
263
$62.3K 0.03%
1,213
-437
264
$61.7K 0.03%
430
265
$61.6K 0.03%
3,045
-50
266
$61.6K 0.03%
3,375
267
$60.1K 0.03%
718
268
$59.7K 0.03%
3,037
-11,255
269
$59.4K 0.03%
500
-9
270
$59.3K 0.03%
970
-50
271
$57.9K 0.03%
2,650
272
$57.4K 0.03%
381
+150
273
$57.2K 0.03%
1,200
-150
274
$56.8K 0.03%
1,000
275
$55.8K 0.03%
5,013
9 10
11
12 13