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
$182M
AUM Growth
-$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$794K
3
+$548K
4
WBA
Walgreens Boots Alliance
WBA
+$481K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$359K

Top Sells

1
+$858K
2
+$360K
3
+$233K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$186K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$95.2K

Sector Composition

1 Technology 11.97%
2 Industrials 11.57%
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
501
$12.6K 0.01%
155
502
$12.4K 0.01%
148
503
$12.3K 0.01%
250
-50
504
$12.2K 0.01%
130
505
$12.2K 0.01%
184
+125
506
$12.1K 0.01%
750
-950
507
$11.9K 0.01%
113
508
$11.9K 0.01%
200
509
$11.9K 0.01%
+1,332
510
$11.8K 0.01%
300
511
$11.8K 0.01%
418
512
$11.7K 0.01%
326
+36
513
$11.6K 0.01%
1,000
514
$11.6K 0.01%
+61
515
$11.6K 0.01%
57
+3
516
$11.6K 0.01%
+456
517
$11.5K 0.01%
200
518
$11.3K 0.01%
1,000
519
$11.1K 0.01%
400
520
$10.9K 0.01%
106
521
$10.8K 0.01%
107
522
$10.8K 0.01%
182
-160
523
$10.8K 0.01%
60
524
$10.8K 0.01%
200
-50
525
$10.8K 0.01%
+76
19 20
21
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