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
$44.2M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$1.85M
3
+$1.17M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.12M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$848K

Top Sells

1
+$1.5M
2
+$1.35M
3
+$1.32M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$933K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$855K

Sector Composition

1 Technology 23.47%
2 Industrials 9.51%
3 Communication Services 7.79%
4 Consumer Discretionary 7.69%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$21 ﹤0.01%
+884
452
$21 ﹤0.01%
385
453
$21 ﹤0.01%
900
454
$20 ﹤0.01%
+1,781
455
$20 ﹤0.01%
535
456
$20 ﹤0.01%
796
457
$20 ﹤0.01%
400
458
$19 ﹤0.01%
206
459
$19 ﹤0.01%
600
460
$19 ﹤0.01%
275
461
$19 ﹤0.01%
353
462
$19 ﹤0.01%
250
-150
463
$19 ﹤0.01%
231
464
$19 ﹤0.01%
146
465
$19 ﹤0.01%
99
466
$19 ﹤0.01%
17,000
+3,000
467
$18 ﹤0.01%
200
468
$18 ﹤0.01%
1,000
469
$18 ﹤0.01%
1,400
470
$18 ﹤0.01%
514
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471
$18 ﹤0.01%
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472
$18 ﹤0.01%
288
473
$17 ﹤0.01%
205
474
$17 ﹤0.01%
1,773
+273
475
$17 ﹤0.01%
400
17 18
19
20 21