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
$166M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$832K
3
+$559K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$384K
5
VXX
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
+$335K

Top Sells

1
+$562K
2
+$265K
3
+$264K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$250K
5
USO icon
United States Oil Fund
USO
+$165K

Sector Composition

1 Technology 12.06%
2 Industrials 11.99%
3 Healthcare 10.92%
4 Consumer Discretionary 4.67%
5 Communication Services 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$30.9K 0.02%
336
-7
327
$30.8K 0.02%
834
-18
328
$30.6K 0.02%
500
329
$30.5K 0.02%
825
330
$30.3K 0.02%
1,400
331
$30.2K 0.02%
900
+500
332
$30.2K 0.02%
200
333
$30.2K 0.02%
659
334
$29.9K 0.02%
200
335
$29.5K 0.02%
718
336
$28.6K 0.02%
1,500
337
$28.4K 0.02%
252
338
$28.2K 0.02%
250
+100
339
$27.8K 0.02%
384
340
$27.7K 0.02%
+1,300
341
$27.7K 0.02%
600
+100
342
$27.4K 0.02%
2,060
343
$27.4K 0.02%
400
344
$27.1K 0.02%
150
345
$26.9K 0.02%
2,000
346
$26.8K 0.02%
1,000
347
$26.2K 0.02%
260
348
$26.2K 0.02%
1,906
349
$25.9K 0.02%
800
350
$25.6K 0.02%
853
+1
12 13
14
15 16