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
276
$47.2K 0.03%
994
277
$46.8K 0.03%
1,239
+425
278
$46.5K 0.03%
1,300
279
$45.4K 0.03%
1,250
280
$45.1K 0.03%
328
281
$44.5K 0.03%
1,371
-331
282
$42.9K 0.03%
1,915
+250
283
$42.1K 0.03%
1,451
+1
284
$41.9K 0.03%
1,081
-26
285
$41.7K 0.03%
618
286
$41.6K 0.03%
1,164
+400
287
$41.1K 0.02%
1,110
288
$40.4K 0.02%
939
289
$40K 0.02%
736
+54
290
$39.9K 0.02%
400
291
$39.4K 0.02%
1,545
292
$39.4K 0.02%
700
-39
293
$39K 0.02%
358
+9
294
$38.1K 0.02%
1,900
295
$37.9K 0.02%
1,000
296
$37.5K 0.02%
300
297
$37.5K 0.02%
420
298
$37.4K 0.02%
+1,500
299
$36.9K 0.02%
1,708
300
$36.6K 0.02%
288
10 11
12
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