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
376
$21.5K 0.01%
343
+2
377
$21.4K 0.01%
101
378
$21.4K 0.01%
500
379
$21.1K 0.01%
620
380
$21K 0.01%
118
381
$20.9K 0.01%
329
382
$20.9K 0.01%
600
-100
383
$20.9K 0.01%
1,990
384
$20.8K 0.01%
133
385
$20.7K 0.01%
411
-47
386
$20.3K 0.01%
211
387
$19.9K 0.01%
+300
388
$19.9K 0.01%
593
+15
389
$19.7K 0.01%
124
390
$19.7K 0.01%
232
391
$19.6K 0.01%
500
392
$19.5K 0.01%
300
393
$19.5K 0.01%
725
394
$19K 0.01%
334
395
$18.9K 0.01%
+316
396
$18.8K 0.01%
352
397
$18.7K 0.01%
1,946
+432
398
$18.7K 0.01%
900
399
$18.5K 0.01%
400
-872
400
$18.4K 0.01%
243
14 15
16
17 18