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
376
$21.6K 0.01%
1,600
+100
377
$21.4K 0.01%
118
378
$21.3K 0.01%
1,400
379
$21.3K 0.01%
725
380
$21.2K 0.01%
500
381
$21.1K 0.01%
210
382
$21.1K 0.01%
830
-46
383
$21.1K 0.01%
575
384
$20.9K 0.01%
370
385
$20.7K 0.01%
406
386
$20.6K 0.01%
343
+6
387
$20.1K 0.01%
250
388
$20.1K 0.01%
1,020
389
$19.9K 0.01%
151
390
$19.6K 0.01%
83
-9
391
$19.6K 0.01%
555
+295
392
$19.5K 0.01%
300
393
$19.4K 0.01%
133
394
$19.4K 0.01%
679
395
$19.4K 0.01%
+600
396
$19.3K 0.01%
302
-610
397
$19.2K 0.01%
520
398
$19K 0.01%
101
+17
399
$19K 0.01%
252
400
$18.9K 0.01%
333
14 15
16
17 18