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
301
$37.9K 0.02%
587
302
$37.7K 0.02%
752
+48
303
$37.5K 0.02%
1,000
304
$37.3K 0.02%
639
305
$37K 0.02%
1,900
306
$36.9K 0.02%
1,514
-200
307
$35.6K 0.02%
288
308
$35.2K 0.02%
1,200
309
$35.2K 0.02%
1,500
310
$34.7K 0.02%
700
311
$34.4K 0.02%
225
312
$34.1K 0.02%
514
313
$34K 0.02%
636
314
$33.8K 0.02%
892
-65
315
$33.5K 0.02%
2,250
-943
316
$33K 0.02%
600
317
$32.2K 0.02%
1,888
-68
318
$32.1K 0.02%
65
319
$31.7K 0.02%
214
320
$31.5K 0.02%
825
321
$31.1K 0.02%
218
322
$31.1K 0.02%
210
323
$31K 0.02%
1,887
-800
324
$30.9K 0.02%
196
325
$30.6K 0.02%
200
11 12
13
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