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
351
$25.6K 0.01%
400
352
$25.3K 0.01%
292
353
$25.2K 0.01%
1,906
354
$24.9K 0.01%
235
355
$24.3K 0.01%
700
356
$24.2K 0.01%
452
+42
357
$24.2K 0.01%
600
358
$24K 0.01%
1,165
359
$24K 0.01%
252
360
$24K 0.01%
373
+125
361
$23.7K 0.01%
2,060
362
$23.5K 0.01%
397
-27
363
$23.4K 0.01%
653
+1
364
$23.3K 0.01%
838
365
$23.2K 0.01%
1,000
366
$22.9K 0.01%
2,400
+400
367
$22.7K 0.01%
430
+69
368
$22.5K 0.01%
1,105
-395
369
$22.1K 0.01%
728
370
$22K 0.01%
498
-100
371
$22K 0.01%
718
372
$21.8K 0.01%
210
373
$21.7K 0.01%
580
374
$21.7K 0.01%
950
-300
375
$21.6K 0.01%
260
+2
13 14
15
16 17