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
$44.2M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$1.85M
3
+$1.17M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.12M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$848K

Top Sells

1
+$1.5M
2
+$1.35M
3
+$1.32M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$933K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$855K

Sector Composition

1 Technology 23.47%
2 Industrials 9.51%
3 Communication Services 7.79%
4 Consumer Discretionary 7.69%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$92 ﹤0.01%
3,963
302
$91 ﹤0.01%
1,116
303
$90 ﹤0.01%
1,995
+900
304
$89 ﹤0.01%
430
305
$89 ﹤0.01%
2,362
306
$89 ﹤0.01%
1,000
307
$87 ﹤0.01%
2,950
-6,800
308
$86 ﹤0.01%
3,000
309
$83 ﹤0.01%
2,611
-600
310
$83 ﹤0.01%
5,035
311
$82 ﹤0.01%
1,594
312
$82 ﹤0.01%
771
313
$82 ﹤0.01%
3,147
314
$81 ﹤0.01%
+2,042
315
$81 ﹤0.01%
+885
316
$80 ﹤0.01%
2,793
317
$78 ﹤0.01%
4,700
318
$78 ﹤0.01%
906
319
$77 ﹤0.01%
1,050
320
$76 ﹤0.01%
1,000
321
$76 ﹤0.01%
1,174
322
$76 ﹤0.01%
5,400
323
$74 ﹤0.01%
250
324
$74 ﹤0.01%
737
325
$73 ﹤0.01%
1,500
11 12
13
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