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
351
$54 ﹤0.01%
1,185
-1,200
352
$54 ﹤0.01%
1,005
+250
353
$53 ﹤0.01%
662
354
$51 ﹤0.01%
1,811
355
$50 ﹤0.01%
1,070
356
$48 ﹤0.01%
3,500
357
$46 ﹤0.01%
697
-100
358
$46 ﹤0.01%
2,825
359
$46 ﹤0.01%
219
360
$46 ﹤0.01%
929
361
$44 ﹤0.01%
800
362
$44 ﹤0.01%
246
-5
363
$44 ﹤0.01%
418
+3
364
$42 ﹤0.01%
+3,234
365
$42 ﹤0.01%
520
366
$42 ﹤0.01%
252
367
$41 ﹤0.01%
400
368
$41 ﹤0.01%
300
369
$41 ﹤0.01%
637
370
$41 ﹤0.01%
306
371
$40 ﹤0.01%
203
372
$40 ﹤0.01%
266
373
$40 ﹤0.01%
1,284
+694
374
$40 ﹤0.01%
196
375
$40 ﹤0.01%
772
13 14
15
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