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
$182M
AUM Growth
-$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$767K
3
+$464K
4
WBA
Walgreens Boots Alliance
WBA
+$425K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$357K

Top Sells

1
+$856K
2
+$360K
3
+$221K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$173K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$94.8K

Sector Composition

1 Technology 12.66%
2 Industrials 10.89%
3 Healthcare 10.1%
4 Consumer Discretionary 4.87%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$16.3K 0.01%
450
427
$16.2K 0.01%
498
428
$16.2K 0.01%
200
429
$16.1K 0.01%
300
430
$16.1K 0.01%
1,183
+74
431
$16.1K 0.01%
1,020
432
$15.9K 0.01%
300
433
$15.8K 0.01%
528
+40
434
$15.8K 0.01%
600
435
$15.7K 0.01%
265
-30
436
$15.7K 0.01%
100
437
$15.6K 0.01%
186
438
$15.5K 0.01%
465
439
$15.5K 0.01%
218
440
$15.5K 0.01%
301
+27
441
$15.5K 0.01%
450
442
$15.4K 0.01%
309
443
$15.4K 0.01%
361
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444
$15.4K 0.01%
665
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445
$15.3K 0.01%
256
446
$15.1K 0.01%
73
447
$15.1K 0.01%
894
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448
$15.1K 0.01%
2,000
449
$15.1K 0.01%
74
-6
450
$14.9K 0.01%
418
16 17
18
19 20