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
$166M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1 +$1.27M
2 +$853K
3 +$557K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$397K
5
TPC
Tutor Perini Cor
TPC
+$300K

Top Sells

1 +$562K
2 +$265K
3 +$264K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$175K
5
USO icon
United States Oil Fund
USO
+$168K

Sector Composition

1 Technology 12.84%
2 Industrials 11.21%
3 Healthcare 10.92%
4 Consumer Discretionary 4.67%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$16.8K 0.01%
450
427
$16.7K 0.01%
450
428
$16.6K 0.01%
207
+31
429
$16.6K 0.01%
654
-63
430
$16.5K 0.01%
209
+13
431
$16.5K 0.01%
2,000
432
$16.4K 0.01%
+395
433
$16.4K 0.01%
231
434
$16.3K 0.01%
205
-14
435
$16.3K 0.01%
300
436
$16.3K 0.01%
776
+68
437
$16.2K 0.01%
675
438
$16.2K 0.01%
500
439
$16.2K 0.01%
86
440
$16.1K 0.01%
363
441
$16.1K 0.01%
256
442
$16K 0.01%
210
+1
443
$16K 0.01%
75
444
$16K 0.01%
230
445
$15.9K 0.01%
583
+71
446
$15.9K 0.01%
1,514
+148
447
$15.8K 0.01%
600
448
$15.7K 0.01%
465
449
$15.7K 0.01%
88
450
$15.6K 0.01%
+400