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
476
$12 ﹤0.01%
61
-22
477
$12 ﹤0.01%
+126
478
$12 ﹤0.01%
440
479
$12 ﹤0.01%
+15
480
$11 ﹤0.01%
56
481
$11 ﹤0.01%
199
482
$11 ﹤0.01%
134
483
$11 ﹤0.01%
194
484
$11 ﹤0.01%
204
-100
485
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-50
486
$11 ﹤0.01%
177
-1,000
487
$11 ﹤0.01%
27
488
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107
489
$11 ﹤0.01%
200
+100
490
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491
$11 ﹤0.01%
273
492
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493
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494
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300
495
$10 ﹤0.01%
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496
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233
497
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1,020
498
$10 ﹤0.01%
172
-275
499
$10 ﹤0.01%
182
500
$10 ﹤0.01%
385
18 19
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