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
451
$14.7K 0.01%
230
452
$14.7K 0.01%
110
453
$14.6K 0.01%
1,557
454
$14.5K 0.01%
294
455
$14.4K 0.01%
355
456
$14.3K 0.01%
295
457
$14K 0.01%
+500
458
$14K 0.01%
100
459
$13.9K 0.01%
185
+40
460
$13.8K 0.01%
632
+202
461
$13.8K 0.01%
140
462
$13.8K 0.01%
326
463
$13.7K 0.01%
348
+39
464
$13.7K 0.01%
500
-354
465
$13.7K 0.01%
190
466
$13.7K 0.01%
+159
467
$13.6K 0.01%
600
468
$13.6K 0.01%
130
-171
469
$13.6K 0.01%
2,000
470
$13.6K 0.01%
666
471
$13.5K 0.01%
273
472
$13.5K 0.01%
368
-30
473
$13.5K 0.01%
+900
474
$13.4K 0.01%
72
-5
475
$13.4K 0.01%
138
17 18
19
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