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
401
$18.9K 0.01%
125
-200
402
$18.9K 0.01%
23
403
$18.8K 0.01%
120
404
$18.8K 0.01%
500
405
$18.7K 0.01%
421
+29
406
$18.5K 0.01%
300
407
$18.5K 0.01%
301
+160
408
$18.4K 0.01%
351
+101
409
$18.4K 0.01%
222
-8
410
$18K 0.01%
267
411
$18K 0.01%
95
-24
412
$17.7K 0.01%
219
-1
413
$17.5K 0.01%
92
-3
414
$17.4K 0.01%
300
415
$17.4K 0.01%
266
+30
416
$17.3K 0.01%
500
417
$17.2K 0.01%
256
-76
418
$17.2K 0.01%
550
+139
419
$17.2K 0.01%
3,400
-1,000
420
$17.1K 0.01%
418
421
$17.1K 0.01%
500
-500
422
$17K 0.01%
267
-184
423
$16.9K 0.01%
300
424
$16.9K 0.01%
+168
425
$16.8K 0.01%
87
15 16
17
18 19