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
$37.9M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.01M
3
+$879K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$867K
5
AMGN icon
Amgen
AMGN
+$620K

Top Sells

1
+$10.8M
2
+$666K
3
+$603K
4
WORK
Slack Technologies, Inc.
WORK
+$399K
5
URI icon
United Rentals
URI
+$331K

Sector Composition

1 Technology 19.44%
2 Industrials 13.33%
3 Consumer Discretionary 7.78%
4 Healthcare 7.73%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$17 ﹤0.01%
270
427
$17 ﹤0.01%
355
428
$17 ﹤0.01%
51
429
$17 ﹤0.01%
231
430
$17 ﹤0.01%
126
431
$17 ﹤0.01%
+134
432
$16 ﹤0.01%
500
433
$16 ﹤0.01%
506
+3
434
$16 ﹤0.01%
69
435
$16 ﹤0.01%
600
-1,000
436
$16 ﹤0.01%
100
437
$16 ﹤0.01%
300
438
$16 ﹤0.01%
228
439
$16 ﹤0.01%
90
440
$16 ﹤0.01%
165
441
$16 ﹤0.01%
240
442
$16 ﹤0.01%
300
443
$16 ﹤0.01%
900
444
$16 ﹤0.01%
200
445
$15 ﹤0.01%
364
446
$15 ﹤0.01%
268
447
$15 ﹤0.01%
200
448
$15 ﹤0.01%
110
449
$15 ﹤0.01%
300
450
$15 ﹤0.01%
+107
16 17
18
19 20