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
376
$31 ﹤0.01%
796
377
$31 ﹤0.01%
1,450
+1,250
378
$31 ﹤0.01%
+1,000
379
$31 ﹤0.01%
100
380
$31 ﹤0.01%
515
381
$30 ﹤0.01%
450
382
$30 ﹤0.01%
1,114
383
$29 ﹤0.01%
544
+1
384
$29 ﹤0.01%
130
385
$29 ﹤0.01%
500
386
$29 ﹤0.01%
1,510
387
$28 ﹤0.01%
638
388
$28 ﹤0.01%
256
389
$28 ﹤0.01%
253
390
$28 ﹤0.01%
779
391
$28 ﹤0.01%
404
+55
392
$28 ﹤0.01%
144
393
$27 ﹤0.01%
138
+20
394
$27 ﹤0.01%
625
395
$27 ﹤0.01%
900
396
$27 ﹤0.01%
85
397
$27 ﹤0.01%
348
398
$27 ﹤0.01%
183
399
$27 ﹤0.01%
99
400
$26 ﹤0.01%
70
-64
14 15
16
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