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
$44.2M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$1.85M
3
+$1.17M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.12M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$848K

Top Sells

1
+$1.5M
2
+$1.35M
3
+$1.32M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$933K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$855K

Sector Composition

1 Technology 23.47%
2 Industrials 9.51%
3 Communication Services 7.79%
4 Consumer Discretionary 7.69%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$32 ﹤0.01%
318
402
$32 ﹤0.01%
350
403
$32 ﹤0.01%
827
404
$32 ﹤0.01%
193
+10
405
$31 ﹤0.01%
1,510
406
$30 ﹤0.01%
322
407
$30 ﹤0.01%
276
408
$30 ﹤0.01%
718
-78
409
$30 ﹤0.01%
2,150
-100
410
$29 ﹤0.01%
106
+21
411
$29 ﹤0.01%
135
412
$29 ﹤0.01%
779
413
$29 ﹤0.01%
638
414
$29 ﹤0.01%
256
-45
415
$29 ﹤0.01%
651
+1
416
$28 ﹤0.01%
1,000
417
$28 ﹤0.01%
562
418
$28 ﹤0.01%
348
419
$28 ﹤0.01%
655
420
$27 ﹤0.01%
390
421
$27 ﹤0.01%
1,075
422
$27 ﹤0.01%
594
-54
423
$26 ﹤0.01%
+399
424
$26 ﹤0.01%
1,116
425
$25 ﹤0.01%
130
15 16
17
18 19