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
326
$73 ﹤0.01%
406
327
$72 ﹤0.01%
2,288
328
$72 ﹤0.01%
1,838
329
$71 ﹤0.01%
361
-26
330
$69 ﹤0.01%
575
331
$69 ﹤0.01%
1,875
332
$66 ﹤0.01%
1,200
333
$66 ﹤0.01%
1,777
-370
334
$64 ﹤0.01%
5,353
335
$64 ﹤0.01%
980
336
$61 ﹤0.01%
1,398
337
$61 ﹤0.01%
290
+2
338
$61 ﹤0.01%
1,002
+105
339
$61 ﹤0.01%
715
340
$60 ﹤0.01%
955
341
$59 ﹤0.01%
100
342
$58 ﹤0.01%
785
-114
343
$58 ﹤0.01%
345
344
$57 ﹤0.01%
400
345
$57 ﹤0.01%
1,432
-345
346
$57 ﹤0.01%
1,820
-375
347
$55 ﹤0.01%
145
+117
348
$55 ﹤0.01%
1,018
+118
349
$54 ﹤0.01%
1,109
-180
350
$54 ﹤0.01%
639
12 13
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