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
301
$36.1K 0.02%
78
302
$35.8K 0.02%
1,200
303
$35.8K 0.02%
236
304
$35.6K 0.02%
792
305
$35.4K 0.02%
400
306
$35.3K 0.02%
1,950
+1,000
307
$35.1K 0.02%
1,900
-240
308
$34.6K 0.02%
230
+128
309
$34.5K 0.02%
639
+2
310
$34.4K 0.02%
1,100
+200
311
$34.2K 0.02%
747
+56
312
$34.1K 0.02%
+25
313
$33.8K 0.02%
600
314
$33.6K 0.02%
700
315
$33K 0.02%
1,800
-250
316
$33K 0.02%
674
317
$32.9K 0.02%
846
-2
318
$32.9K 0.02%
600
319
$32.8K 0.02%
514
320
$31.8K 0.02%
300
-200
321
$31.7K 0.02%
2,292
322
$31.6K 0.02%
1,422
323
$31.4K 0.02%
556
324
$31.4K 0.02%
406
+2
325
$31.2K 0.02%
285
-50
11 12
13
14 15