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WIM

Westside Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 28.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.4%
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
401
$17 ﹤0.01%
+268
402
$17 ﹤0.01%
+300
403
$17 ﹤0.01%
+715
404
$17 ﹤0.01%
+950
405
$16 ﹤0.01%
+3,980
406
$16 ﹤0.01%
+450
407
$16 ﹤0.01%
+140
408
$16 ﹤0.01%
+1,568
409
$15 ﹤0.01%
+340
410
$15 ﹤0.01%
+498
411
$15 ﹤0.01%
+450
412
$15 ﹤0.01%
+400
413
$15 ﹤0.01%
+100
414
$15 ﹤0.01%
+85
415
$15 ﹤0.01%
+40
416
$15 ﹤0.01%
+80
417
$15 ﹤0.01%
+126
418
$15 ﹤0.01%
+142
419
$15 ﹤0.01%
+400
420
$14 ﹤0.01%
+458
421
$14 ﹤0.01%
+100
422
$14 ﹤0.01%
+355
423
$14 ﹤0.01%
+102
424
$14 ﹤0.01%
+600
425
$14 ﹤0.01%
+325
15 16
17
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