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
451
$11 ﹤0.01%
+51
452
$11 ﹤0.01%
+515
453
$11 ﹤0.01%
+88
454
$11 ﹤0.01%
+33
455
$11 ﹤0.01%
+400
456
$11 ﹤0.01%
+68
457
$11 ﹤0.01%
+200
458
$11 ﹤0.01%
+127
459
$11 ﹤0.01%
+5,160
460
$11 ﹤0.01%
+268
461
$11 ﹤0.01%
+94
462
$10 ﹤0.01%
+38
463
$10 ﹤0.01%
+52
464
$10 ﹤0.01%
+210
465
$10 ﹤0.01%
+201
466
$10 ﹤0.01%
+200
467
$10 ﹤0.01%
+860
468
$10 ﹤0.01%
+526
469
$10 ﹤0.01%
+300
470
$10 ﹤0.01%
+730
471
$10 ﹤0.01%
+242
472
$10 ﹤0.01%
+270
473
$10 ﹤0.01%
+247
474
$10 ﹤0.01%
+275
475
$9 ﹤0.01%
+7
17 18
19
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