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WIM

Westside Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 28.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$42.5M
2
+$11.1M
3
+$10.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.19M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 79.93%
2 Industrials 6.59%
3 Communication Services 2.37%
4 Consumer Discretionary 2.34%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$68 ﹤0.01%
+950
277
$68 ﹤0.01%
+1,000
278
$66 ﹤0.01%
+1,344
279
$66 ﹤0.01%
+1,820
280
$65 ﹤0.01%
+1,177
281
$65 ﹤0.01%
+250
282
$62 ﹤0.01%
+550
283
$62 ﹤0.01%
+748
284
$61 ﹤0.01%
+885
285
$60 ﹤0.01%
+493
286
$60 ﹤0.01%
+1,198
287
$59 ﹤0.01%
+1,000
288
$59 ﹤0.01%
+1,210
289
$59 ﹤0.01%
+673
290
$59 ﹤0.01%
+1,792
291
$58 ﹤0.01%
+1,782
292
$57 ﹤0.01%
+1,867
293
$55 ﹤0.01%
+1,100
294
$53 ﹤0.01%
+1,036
295
$53 ﹤0.01%
+625
296
$52 ﹤0.01%
+1,195
297
$51 ﹤0.01%
+1,350
298
$51 ﹤0.01%
+2,300
299
$50 ﹤0.01%
+5,224
300
$50 ﹤0.01%
+1,290
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