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

Top Buys

1 +$1.27M
2 +$853K
3 +$557K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$397K
5
TPC
Tutor Perini Cor
TPC
+$300K

Top Sells

1 +$562K
2 +$265K
3 +$264K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$175K
5
USO icon
United States Oil Fund
USO
+$168K

Sector Composition

1 Technology 12.84%
2 Industrials 11.21%
3 Healthcare 10.92%
4 Consumer Discretionary 4.67%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$25.5K 0.02%
514
352
$25.4K 0.02%
187
353
$24.8K 0.02%
664
+73
354
$24.2K 0.01%
364
-20
355
$24K 0.01%
1,165
356
$23.9K 0.01%
+324
357
$23.7K 0.01%
211
+18
358
$23.4K 0.01%
465
359
$23.2K 0.01%
623
360
$23.2K 0.01%
838
361
$23.1K 0.01%
200
362
$23.1K 0.01%
338
363
$23.1K 0.01%
508
-926
364
$23.1K 0.01%
600
365
$23K 0.01%
700
366
$23K 0.01%
134
+15
367
$22.8K 0.01%
165
368
$22.3K 0.01%
257
+1
369
$22.1K 0.01%
161
+33
370
$22K 0.01%
273
+35
371
$21.9K 0.01%
250
+100
372
$21.9K 0.01%
600
373
$21.9K 0.01%
346
+258
374
$21.8K 0.01%
728
375
$21.7K 0.01%
292