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
451
$15.5K 0.01%
220
452
$15.5K 0.01%
133
+15
453
$15.4K 0.01%
1,990
454
$15.4K 0.01%
248
455
$15.4K 0.01%
1,110
+195
456
$15.3K 0.01%
100
457
$15K 0.01%
600
458
$14.9K 0.01%
138
459
$14.8K 0.01%
3,200
460
$14.8K 0.01%
100
-80
461
$14.8K 0.01%
110
462
$14.7K 0.01%
181
463
$14.6K 0.01%
923
464
$14.2K 0.01%
453
+39
465
$14.1K 0.01%
355
466
$14.1K 0.01%
100
467
$14.1K 0.01%
1,554
468
$14K 0.01%
254
469
$14K 0.01%
227
470
$14K 0.01%
73
471
$14K 0.01%
285
472
$14K 0.01%
671
+101
473
$14K 0.01%
453
+47
474
$13.8K 0.01%
381
+276
475
$13.5K 0.01%
498
+189
17 18
19
20 21