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
476
$13.4K 0.01%
23
477
$13.4K 0.01%
376
478
$13.3K 0.01%
1,052
+214
479
$13.3K 0.01%
268
480
$13.3K 0.01%
57
-6
481
$13.3K 0.01%
192
+20
482
$13.3K 0.01%
3,980
483
$13.2K 0.01%
201
484
$13.1K 0.01%
740
485
$13.1K 0.01%
98
-12
486
$13K 0.01%
+1,162
487
$13K 0.01%
336
488
$13K 0.01%
125
-40
489
$12.9K 0.01%
115
490
$12.9K 0.01%
125
-106
491
$12.9K 0.01%
282
492
$12.7K 0.01%
125
493
$12.7K 0.01%
156
494
$12.7K 0.01%
220
495
$12.6K 0.01%
625
496
$12.6K 0.01%
100
497
$12.6K 0.01%
914
+250
498
$12.6K 0.01%
1,400
499
$12.6K 0.01%
482
500
$12.6K 0.01%
1,163
+224
18 19
20
21 22