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
$37.9M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.01M
3
+$879K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$867K
5
AMGN icon
Amgen
AMGN
+$620K

Top Sells

1
+$10.8M
2
+$666K
3
+$603K
4
WORK
Slack Technologies, Inc.
WORK
+$399K
5
URI icon
United Rentals
URI
+$331K

Sector Composition

1 Technology 19.44%
2 Industrials 13.33%
3 Consumer Discretionary 7.78%
4 Healthcare 7.73%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$22 ﹤0.01%
130
402
$22 ﹤0.01%
322
403
$22 ﹤0.01%
206
+45
404
$21 ﹤0.01%
835
-275
405
$21 ﹤0.01%
500
406
$21 ﹤0.01%
101
407
$21 ﹤0.01%
400
408
$21 ﹤0.01%
256
409
$21 ﹤0.01%
369
-468
410
$21 ﹤0.01%
+500
411
$20 ﹤0.01%
+400
412
$20 ﹤0.01%
397
413
$20 ﹤0.01%
+250
414
$19 ﹤0.01%
205
415
$19 ﹤0.01%
70
-25
416
$19 ﹤0.01%
1,130
417
$18 ﹤0.01%
348
-84
418
$18 ﹤0.01%
786
-1,500
419
$18 ﹤0.01%
598
420
$18 ﹤0.01%
910
421
$18 ﹤0.01%
700
422
$18 ﹤0.01%
614
423
$18 ﹤0.01%
+800
424
$18 ﹤0.01%
530
+5
425
$18 ﹤0.01%
450
-9,550
15 16
17
18 19