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
476
$17 ﹤0.01%
600
477
$17 ﹤0.01%
369
478
$17 ﹤0.01%
1,250
+250
479
$17 ﹤0.01%
493
480
$17 ﹤0.01%
51
481
$17 ﹤0.01%
500
482
$16 ﹤0.01%
598
483
$16 ﹤0.01%
330
484
$16 ﹤0.01%
235
485
$16 ﹤0.01%
355
486
$16 ﹤0.01%
145
487
$16 ﹤0.01%
154
488
$16 ﹤0.01%
293
+201
489
$16 ﹤0.01%
600
490
$15 ﹤0.01%
308
491
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201
492
$14 ﹤0.01%
2,290
493
$14 ﹤0.01%
150
494
$14 ﹤0.01%
364
495
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496
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300
497
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500
498
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300
499
$14 ﹤0.01%
505
500
$14 ﹤0.01%
205
18 19
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