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
$45.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$42.5M
2
+$11.1M
3
+$10.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.19M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 79.93%
2 Industrials 6.59%
3 Communication Services 2.37%
4 Consumer Discretionary 2.34%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$8 ﹤0.01%
+708
502
$8 ﹤0.01%
+150
503
$8 ﹤0.01%
+174
504
$8 ﹤0.01%
+54
505
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+88
506
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+19
507
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+100
508
$8 ﹤0.01%
+332
509
$8 ﹤0.01%
+130
510
$7 ﹤0.01%
+200
511
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+26
512
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+145
513
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514
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515
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516
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+40
517
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518
$7 ﹤0.01%
+614
519
$7 ﹤0.01%
+50
520
$6 ﹤0.01%
+59
521
$6 ﹤0.01%
+106
522
$6 ﹤0.01%
+518
523
$6 ﹤0.01%
+309
524
$6 ﹤0.01%
+100
525
$6 ﹤0.01%
+185
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