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
26
$1.46M 0.8%
14,039
+1,417
27
$1.45M 0.8%
6,073
-1
28
$1.35M 0.74%
8,075
-30
29
$1.33M 0.73%
15,325
+1,870
30
$1.32M 0.73%
8,494
-251
31
$1.28M 0.7%
3,964
-160
32
$1.25M 0.69%
19,550
+1,340
33
$1.25M 0.69%
44,436
+4,715
34
$1.23M 0.67%
29,933
+1
35
$1.18M 0.65%
14,590
+570
36
$1.17M 0.64%
37,070
-50
37
$1.13M 0.62%
10,037
+629
38
$1.09M 0.6%
14,083
+288
39
$1.08M 0.59%
14,618
40
$1.08M 0.59%
23,891
+1,145
41
$1.03M 0.56%
19,775
+680
42
$1.03M 0.56%
19,062
-133
43
$994K 0.55%
9,148
+297
44
$993K 0.55%
13,234
-615
45
$973K 0.53%
22,215
46
$954K 0.52%
5,372
-55
47
$920K 0.51%
9,200
+200
48
$862K 0.47%
5,757
-385
49
$815K 0.45%
8,373
-310
50
$814K 0.45%
10,816
+451
1
2
3 4 5