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
$37.9M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.01M
3
+$879K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$867K
5
AMGN icon
Amgen
AMGN
+$620K

Top Sells

1
+$10.8M
2
+$666K
3
+$603K
4
WORK
Slack Technologies, Inc.
WORK
+$399K
5
URI icon
United Rentals
URI
+$331K

Sector Composition

1 Technology 19.44%
2 Industrials 13.33%
3 Consumer Discretionary 7.78%
4 Healthcare 7.73%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$264K 0.7%
30,351
-3,913
27
$260K 0.69%
49,500
+46,500
28
$251K 0.66%
19,202
-700
29
$244K 0.64%
5,437
+600
30
$240K 0.63%
4,164
31
$230K 0.61%
2,598
+489
32
$212K 0.56%
10,653
-731
33
$202K 0.53%
+10,000
34
$189K 0.5%
35,232
+958
35
$187K 0.49%
4,021
-1,076
36
$172K 0.45%
52,950
+9,110
37
$161K 0.43%
5,155
+1,015
38
$151K 0.4%
6,925
-400
39
$151K 0.4%
4,100
-1,900
40
$142K 0.37%
46,429
+488
41
$139K 0.37%
1,247
-100
42
$136K 0.36%
9,915
-1,950
43
$129K 0.34%
38,995
+12,745
44
$122K 0.32%
99,799
+999
45
$122K 0.32%
44,105
-550
46
$122K 0.32%
6,906
-700
47
$120K 0.32%
83,686
+2,227
48
$114K 0.3%
+4,319
49
$113K 0.3%
1,372
+483
50
$112K 0.3%
6,307
-59
1
2
3 4 5