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WIM

Westside Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 28.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$36.5M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$849K
2
+$777K
3
+$669K
4
HPE icon
Hewlett Packard
HPE
+$599K
5
GLD icon
SPDR Gold Trust
GLD
+$573K

Top Sells

1
+$194M
2
+$9.03M
3
+$594K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$541K
5
SIG icon
Signet Jewelers
SIG
+$514K

Sector Composition

1 Technology 21.5%
2 Industrials 12.97%
3 Communication Services 8.08%
4 Healthcare 7.56%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9 ﹤0.01%
83
477
$9 ﹤0.01%
107
478
$9 ﹤0.01%
33
479
$8 ﹤0.01%
86
480
$8 ﹤0.01%
233
481
$8 ﹤0.01%
100
-100
482
$8 ﹤0.01%
23
+12
483
$8 ﹤0.01%
410
+227
484
$8 ﹤0.01%
+200
485
$8 ﹤0.01%
201
-500
486
$8 ﹤0.01%
+300
487
$7 ﹤0.01%
3,210
+2,000
488
$7 ﹤0.01%
205
489
$7 ﹤0.01%
50
-110
490
$7 ﹤0.01%
366
491
$7 ﹤0.01%
1,020
492
$7 ﹤0.01%
152
493
$7 ﹤0.01%
100
494
$7 ﹤0.01%
75
495
$7 ﹤0.01%
+150
496
$7 ﹤0.01%
163
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497
$7 ﹤0.01%
81
+1
498
$7 ﹤0.01%
240
499
$7 ﹤0.01%
480
500
$7 ﹤0.01%
200
18 19
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