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
$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
476
$13.5K 0.01%
600
477
$13.5K 0.01%
160
-31
478
$13.4K 0.01%
153
479
$13.3K 0.01%
625
480
$13.3K 0.01%
301
-7
481
$13.2K 0.01%
1,798
482
$13.2K 0.01%
156
483
$13.1K 0.01%
87
-10
484
$13.1K 0.01%
82
485
$13K 0.01%
295
-32
486
$13K 0.01%
+216
487
$13K 0.01%
274
488
$12.9K 0.01%
155
489
$12.8K 0.01%
140
490
$12.8K 0.01%
201
491
$12.7K 0.01%
355
+4
492
$12.7K 0.01%
336
493
$12.6K 0.01%
100
494
$12.5K 0.01%
1,135
+342
495
$12.4K 0.01%
740
496
$12.4K 0.01%
125
-331
497
$12.3K 0.01%
162
-32
498
$12.1K 0.01%
300
499
$12.1K 0.01%
300
500
$12.1K 0.01%
130
18 19
20
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