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
$45.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$42.5M
2
+$11.1M
3
+$10.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.19M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 79.93%
2 Industrials 6.59%
3 Communication Services 2.37%
4 Consumer Discretionary 2.34%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$14 ﹤0.01%
+130
427
$14 ﹤0.01%
+300
428
$14 ﹤0.01%
+38
429
$13 ﹤0.01%
+130
430
$13 ﹤0.01%
+75
431
$13 ﹤0.01%
+103
432
$13 ﹤0.01%
+113
433
$13 ﹤0.01%
+100
434
$13 ﹤0.01%
+40
435
$13 ﹤0.01%
+1,910
436
$13 ﹤0.01%
+165
437
$13 ﹤0.01%
+300
438
$12 ﹤0.01%
+200
439
$12 ﹤0.01%
+500
440
$12 ﹤0.01%
+159
441
$12 ﹤0.01%
+228
442
$12 ﹤0.01%
+350
443
$12 ﹤0.01%
+600
444
$12 ﹤0.01%
+44
445
$12 ﹤0.01%
+260
446
$12 ﹤0.01%
+607
447
$12 ﹤0.01%
+924
448
$12 ﹤0.01%
+154
449
$12 ﹤0.01%
+200
450
$11 ﹤0.01%
+214
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