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
$45.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$42.5M
2
+$11.1M
3
+$10.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.19M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 79.93%
2 Industrials 6.59%
3 Communication Services 2.37%
4 Consumer Discretionary 2.34%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$22 ﹤0.01%
+130
377
$21 ﹤0.01%
+194
378
$21 ﹤0.01%
+300
379
$21 ﹤0.01%
+1,500
380
$20 ﹤0.01%
+450
381
$20 ﹤0.01%
+324
382
$20 ﹤0.01%
+1,165
383
$20 ﹤0.01%
+276
384
$20 ﹤0.01%
+500
385
$19 ﹤0.01%
+700
386
$19 ﹤0.01%
+800
387
$19 ﹤0.01%
+41
388
$19 ﹤0.01%
+500
389
$19 ﹤0.01%
+220
390
$19 ﹤0.01%
+150
391
$19 ﹤0.01%
+1,400
392
$18 ﹤0.01%
+800
393
$18 ﹤0.01%
+900
394
$18 ﹤0.01%
+150
395
$18 ﹤0.01%
+267
396
$18 ﹤0.01%
+231
397
$18 ﹤0.01%
+99
398
$17 ﹤0.01%
+73
399
$17 ﹤0.01%
+113
400
$17 ﹤0.01%
+4,280
14 15
16
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