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
251
$291 ﹤0.01%
2,066
+218
252
$287 ﹤0.01%
3,106
253
$277 ﹤0.01%
3,000
254
$273 ﹤0.01%
10,840
-1,075
255
$272 ﹤0.01%
178,195
+52,166
256
$266 ﹤0.01%
30,140
+3,750
257
$257 ﹤0.01%
1,154
-18
258
$244 ﹤0.01%
22
+14
259
$235 ﹤0.01%
6,200
260
$226 ﹤0.01%
4,759
+2,055
261
$221 ﹤0.01%
+3,100
262
$209 ﹤0.01%
3,379
-84
263
$200 ﹤0.01%
+4,000
264
$199 ﹤0.01%
576
265
$198 ﹤0.01%
3,839
266
$197 ﹤0.01%
1,750
267
$196 ﹤0.01%
2,000
268
$191 ﹤0.01%
4,671
269
$190 ﹤0.01%
3,044
+153
270
$182 ﹤0.01%
233
+228
271
$179 ﹤0.01%
2,788
272
$178 ﹤0.01%
2,510
273
$167 ﹤0.01%
961
+2
274
$155 ﹤0.01%
4,756
275
$155 ﹤0.01%
3,000
9 10
11
12 13