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
401
$18.4K 0.01%
465
402
$18.3K 0.01%
609
+74
403
$18.3K 0.01%
200
404
$18.1K 0.01%
152
405
$18K 0.01%
82
-1
406
$17.9K 0.01%
267
407
$17.8K 0.01%
400
408
$17.5K 0.01%
+102
409
$17.5K 0.01%
187
410
$17.4K 0.01%
500
411
$17.3K 0.01%
256
412
$17.2K 0.01%
333
413
$17.2K 0.01%
194
414
$17.1K 0.01%
371
-421
415
$17.1K 0.01%
+200
416
$16.8K 0.01%
500
417
$16.7K 0.01%
181
418
$16.7K 0.01%
300
419
$16.6K 0.01%
1,250
420
$16.5K 0.01%
242
421
$16.4K 0.01%
75
422
$16.4K 0.01%
+238
423
$16.4K 0.01%
220
-54
424
$16.4K 0.01%
363
425
$16.3K 0.01%
733
-300
15 16
17
18 19