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
$43.4M
AUM Growth
+$241K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$814K
3
+$668K
4
CMF icon
iShares California Muni Bond ETF
CMF
+$642K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$611K

Top Sells

1
+$2.11M
2
+$1.26M
3
+$1.25M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$368K
5
AMZN icon
Amazon
AMZN
+$348K

Sector Composition

1 Technology 20.28%
2 Industrials 10.26%
3 Communication Services 8.52%
4 Healthcare 7.92%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$26 ﹤0.01%
46
402
$26 ﹤0.01%
102
403
$26 ﹤0.01%
135
+17
404
$26 ﹤0.01%
1,460
-200
405
$25 ﹤0.01%
600
406
$25 ﹤0.01%
385
+205
407
$25 ﹤0.01%
130
408
$25 ﹤0.01%
95
409
$24 ﹤0.01%
1,075
410
$24 ﹤0.01%
308
411
$24 ﹤0.01%
324
412
$24 ﹤0.01%
470
413
$24 ﹤0.01%
267
414
$23 ﹤0.01%
796
415
$23 ﹤0.01%
337
416
$23 ﹤0.01%
300
417
$23 ﹤0.01%
560
-75
418
$22 ﹤0.01%
100
419
$22 ﹤0.01%
206
420
$22 ﹤0.01%
155
-65
421
$22 ﹤0.01%
400
422
$22 ﹤0.01%
374
423
$21 ﹤0.01%
101
424
$21 ﹤0.01%
400
425
$21 ﹤0.01%
51
15 16
17
18 19