WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
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
26
$1.27M 0.77%
23,149
+1,153
27
$1.23M 0.74%
37,070
-30
28
$1.18M 0.72%
11,146
+5,240
29
$1.16M 0.7%
8,153
-368
30
$1.15M 0.69%
21,704
+3,708
31
$1.14M 0.69%
9,197
-200
32
$1.12M 0.68%
4,333
-8
33
$1.1M 0.66%
22,743
+23
34
$1.08M 0.65%
13,170
-950
35
$1.06M 0.64%
9,460
-5
36
$1.06M 0.64%
20,100
+2,300
37
$1.05M 0.64%
13,681
38
$1.04M 0.63%
9,188
+2,111
39
$1.04M 0.63%
7,290
+20
40
$1.04M 0.63%
14,718
41
$1.01M 0.61%
16,750
42
$1M 0.61%
19,693
+670
43
$991K 0.6%
3,011
+22
44
$982K 0.59%
5,393
+289
45
$956K 0.58%
28,326
+5,002
46
$934K 0.56%
18,045
47
$927K 0.56%
6,041
-40
48
$917K 0.55%
13,849
49
$897K 0.54%
8,098
+569
50
$895K 0.54%
19,075
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