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
$43.4M
AUM Growth
+$241K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$814K
3
+$668K
4
CMF icon
iShares California Muni Bond ETF
CMF
+$642K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$611K

Top Sells

1
+$2.11M
2
+$1.26M
3
+$1.25M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$368K
5
AMZN icon
Amazon
AMZN
+$348K

Sector Composition

1 Technology 20.28%
2 Industrials 10.26%
3 Communication Services 8.52%
4 Healthcare 7.92%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$17 ﹤0.01%
600
452
$17 ﹤0.01%
142
+24
453
$17 ﹤0.01%
228
454
$17 ﹤0.01%
90
455
$17 ﹤0.01%
205
456
$17 ﹤0.01%
1,130
457
$17 ﹤0.01%
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458
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100
459
$16 ﹤0.01%
364
460
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40
462
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463
$16 ﹤0.01%
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464
$16 ﹤0.01%
300
465
$16 ﹤0.01%
397
466
$15 ﹤0.01%
56
467
$15 ﹤0.01%
126
468
$15 ﹤0.01%
268
469
$15 ﹤0.01%
107
470
$15 ﹤0.01%
465
+300
471
$15 ﹤0.01%
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472
$15 ﹤0.01%
580
-120
473
$15 ﹤0.01%
170
474
$14 ﹤0.01%
714
-72
475
$14 ﹤0.01%
+500
17 18
19
20 21