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
376
$39 ﹤0.01%
332
+42
377
$39 ﹤0.01%
248
+15
378
$39 ﹤0.01%
1,200
379
$39 ﹤0.01%
460
380
$38 ﹤0.01%
530
381
$38 ﹤0.01%
1,050
382
$37 ﹤0.01%
424
383
$37 ﹤0.01%
369
384
$37 ﹤0.01%
1,950
385
$37 ﹤0.01%
900
-45
386
$37 ﹤0.01%
500
-26
387
$37 ﹤0.01%
2,650
388
$37 ﹤0.01%
900
389
$36 ﹤0.01%
500
390
$36 ﹤0.01%
113
391
$35 ﹤0.01%
300
392
$35 ﹤0.01%
3,466
393
$34 ﹤0.01%
165
+27
394
$34 ﹤0.01%
492
395
$33 ﹤0.01%
414
396
$33 ﹤0.01%
1,000
+200
397
$33 ﹤0.01%
375
398
$33 ﹤0.01%
300
399
$32 ﹤0.01%
222
400
$32 ﹤0.01%
1,000
14 15
16
17 18