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
326
$30.2K 0.02%
774
+34
327
$29.6K 0.02%
200
328
$29.2K 0.02%
600
329
$29K 0.02%
6,436
+3,000
330
$28.7K 0.02%
500
+200
331
$28.6K 0.02%
400
332
$28.6K 0.02%
1,020
333
$28.5K 0.02%
250
334
$28.5K 0.02%
718
335
$28.3K 0.02%
659
336
$28.3K 0.02%
1,000
337
$28.2K 0.02%
298
338
$28.2K 0.02%
600
-20
339
$27.9K 0.02%
1,300
+200
340
$27.8K 0.02%
150
341
$27.7K 0.02%
256
+30
342
$27.7K 0.02%
1,910
343
$27.2K 0.01%
556
344
$26.9K 0.01%
384
345
$26.8K 0.01%
1,495
346
$26.5K 0.01%
500
347
$26.3K 0.01%
382
+51
348
$25.8K 0.01%
636
349
$25.7K 0.01%
324
350
$25.6K 0.01%
623
12 13
14
15 16