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
26
$317K 0.72%
2,497
27
$313K 0.71%
31,310
+15,010
28
$283K 0.64%
18,649
-70
29
$269K 0.61%
9,160
30
$269K 0.61%
22,917
-24
31
$263K 0.59%
5,014
-291
32
$255K 0.58%
11,012
+21
33
$227K 0.51%
3,494
34
$215K 0.49%
36,271
-250
35
$209K 0.47%
13,704
+3,054
36
$203K 0.46%
4,235
+190
37
$193K 0.44%
19,807
+122
38
$192K 0.44%
11,283
-102
39
$191K 0.43%
10,000
40
$190K 0.43%
1,950
41
$182K 0.41%
7,959
+1,150
42
$180K 0.41%
70,234
+10,303
43
$171K 0.39%
19,216
+2,186
44
$158K 0.36%
7,509
+1
45
$154K 0.35%
21,225
+350
46
$145K 0.33%
12,060
+6,380
47
$139K 0.32%
71,082
+144
48
$134K 0.3%
5,900
49
$132K 0.3%
3,520
+550
50
$132K 0.3%
6,285
+441
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2
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