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
$37.9M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.01M
3
+$879K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$867K
5
AMGN icon
Amgen
AMGN
+$620K

Top Sells

1
+$10.8M
2
+$666K
3
+$603K
4
WORK
Slack Technologies, Inc.
WORK
+$399K
5
URI icon
United Rentals
URI
+$331K

Sector Composition

1 Technology 19.44%
2 Industrials 13.33%
3 Consumer Discretionary 7.78%
4 Healthcare 7.73%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$98 ﹤0.01%
1,500
277
$97 ﹤0.01%
519
+349
278
$96 ﹤0.01%
430
279
$96 ﹤0.01%
2,967
+2
280
$95 ﹤0.01%
1,975
+1,228
281
$95 ﹤0.01%
728
-70
282
$94 ﹤0.01%
1,766
283
$93 ﹤0.01%
3,816
+1,650
284
$92 ﹤0.01%
1,444
285
$92 ﹤0.01%
1,000
286
$83 ﹤0.01%
1,520
287
$81 ﹤0.01%
250
288
$80 ﹤0.01%
897
289
$79 ﹤0.01%
905
-50
290
$77 ﹤0.01%
715
291
$77 ﹤0.01%
737
292
$76 ﹤0.01%
2,825
-200
293
$75 ﹤0.01%
5,400
294
$73 ﹤0.01%
1,838
295
$72 ﹤0.01%
324
-100
296
$70 ﹤0.01%
2,000
297
$69 ﹤0.01%
1,485
298
$68 ﹤0.01%
1,540
+300
299
$67 ﹤0.01%
500
300
$67 ﹤0.01%
925
-594
10 11
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