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
$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
301
$50 ﹤0.01%
+1,290
302
$50 ﹤0.01%
+500
303
$50 ﹤0.01%
+1,008
304
$50 ﹤0.01%
+2,000
305
$50 ﹤0.01%
+2,650
306
$49 ﹤0.01%
+1,172
307
$49 ﹤0.01%
+1,420
308
$48 ﹤0.01%
+3,500
309
$48 ﹤0.01%
+994
310
$48 ﹤0.01%
+276
311
$47 ﹤0.01%
+2,300
312
$47 ﹤0.01%
+618
313
$47 ﹤0.01%
+233
314
$46 ﹤0.01%
+425
315
$46 ﹤0.01%
+2,250
316
$46 ﹤0.01%
+123
317
$45 ﹤0.01%
+1,529
318
$45 ﹤0.01%
+1,600
319
$45 ﹤0.01%
+2,000
320
$45 ﹤0.01%
+1,250
321
$45 ﹤0.01%
+639
322
$44 ﹤0.01%
+1,733
323
$44 ﹤0.01%
+465
324
$44 ﹤0.01%
+305
325
$44 ﹤0.01%
+265
11 12
13
14 15