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
276
$54.2K 0.03%
407
277
$53.8K 0.03%
873
-28
278
$52.6K 0.03%
1,250
279
$51.9K 0.03%
514
+150
280
$50.7K 0.03%
1,701
+100
281
$50.6K 0.03%
994
282
$50.6K 0.03%
798
+23
283
$50.1K 0.03%
769
+18
284
$49.4K 0.03%
490
+22
285
$49.2K 0.03%
500
286
$49.1K 0.03%
1,400
287
$49K 0.03%
1,008
-31
288
$48K 0.03%
1,774
+4
289
$47.9K 0.03%
287
290
$46.1K 0.03%
338
291
$46.1K 0.03%
1,250
292
$45.4K 0.03%
1,069
293
$45.3K 0.02%
986
-68
294
$45.3K 0.02%
300
295
$43.4K 0.02%
275
-100
296
$42.6K 0.02%
464
+1
297
$42.6K 0.02%
82
+4
298
$41.7K 0.02%
618
299
$41.3K 0.02%
400
300
$40.2K 0.02%
1,198
10 11
12
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