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
$43.4M
AUM Growth
+$241K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$814K
3
+$668K
4
CMF icon
iShares California Muni Bond ETF
CMF
+$642K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$611K

Top Sells

1
+$2.11M
2
+$1.26M
3
+$1.25M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$368K
5
AMZN icon
Amazon
AMZN
+$348K

Sector Composition

1 Technology 20.28%
2 Industrials 10.26%
3 Communication Services 8.52%
4 Healthcare 7.92%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$41 ﹤0.01%
755
+5
352
$41 ﹤0.01%
+500
353
$39 ﹤0.01%
626
354
$39 ﹤0.01%
265
+24
355
$39 ﹤0.01%
414
+141
356
$38 ﹤0.01%
827
+283
357
$38 ﹤0.01%
724
358
$37 ﹤0.01%
400
359
$37 ﹤0.01%
318
360
$37 ﹤0.01%
222
+28
361
$37 ﹤0.01%
196
362
$37 ﹤0.01%
113
363
$36 ﹤0.01%
954
364
$36 ﹤0.01%
460
365
$36 ﹤0.01%
695
+105
366
$36 ﹤0.01%
276
367
$35 ﹤0.01%
725
368
$34 ﹤0.01%
700
-100
369
$34 ﹤0.01%
300
370
$33 ﹤0.01%
200
+50
371
$33 ﹤0.01%
655
372
$32 ﹤0.01%
2,290
373
$32 ﹤0.01%
156
374
$32 ﹤0.01%
125
-18
375
$31 ﹤0.01%
425
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