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
501
$12.1K 0.01%
775
+500
502
$12.1K 0.01%
420
+1
503
$12K 0.01%
1,000
504
$12K 0.01%
174
+18
505
$11.9K 0.01%
83
-20
506
$11.9K 0.01%
256
507
$11.9K 0.01%
126
508
$11.9K 0.01%
391
509
$11.8K 0.01%
1,000
510
$11.7K 0.01%
113
511
$11.7K 0.01%
350
+100
512
$11.7K 0.01%
838
+320
513
$11.6K 0.01%
60
-17
514
$11.6K 0.01%
108
+27
515
$11.6K 0.01%
200
516
$11.5K 0.01%
375
-87
517
$11.5K 0.01%
174
518
$11.5K 0.01%
144
-18
519
$11.4K 0.01%
189
+3
520
$11.4K 0.01%
200
521
$11.3K 0.01%
307
522
$11.1K 0.01%
121
+13
523
$11.1K 0.01%
185
524
$11K 0.01%
1,001
+953
525
$11K 0.01%
614
19 20
21
22 23