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
$37.9M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.01M
3
+$879K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$867K
5
AMGN icon
Amgen
AMGN
+$620K

Top Sells

1
+$10.8M
2
+$666K
3
+$603K
4
WORK
Slack Technologies, Inc.
WORK
+$399K
5
URI icon
United Rentals
URI
+$331K

Sector Composition

1 Technology 19.44%
2 Industrials 13.33%
3 Consumer Discretionary 7.78%
4 Healthcare 7.73%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$33 ﹤0.01%
130
352
$33 ﹤0.01%
276
+76
353
$33 ﹤0.01%
300
354
$32 ﹤0.01%
+630
355
$32 ﹤0.01%
10,000
356
$31 ﹤0.01%
1,200
+1,100
357
$31 ﹤0.01%
779
-6,500
358
$31 ﹤0.01%
183
359
$30 ﹤0.01%
194
360
$30 ﹤0.01%
590
361
$30 ﹤0.01%
1,510
362
$30 ﹤0.01%
655
-1,392
363
$30 ﹤0.01%
1,114
+980
364
$29 ﹤0.01%
638
365
$29 ﹤0.01%
724
366
$29 ﹤0.01%
1,760
+10
367
$28 ﹤0.01%
218
-37
368
$28 ﹤0.01%
102
+1
369
$28 ﹤0.01%
600
370
$28 ﹤0.01%
796
371
$28 ﹤0.01%
500
372
$28 ﹤0.01%
1,075
373
$28 ﹤0.01%
400
+4
374
$27 ﹤0.01%
150
375
$27 ﹤0.01%
635
13 14
15
16 17