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WIM

Westside Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 28.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.4%
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
501
$14 ﹤0.01%
130
502
$14 ﹤0.01%
+175
503
$14 ﹤0.01%
513
+168
504
$13 ﹤0.01%
400
505
$13 ﹤0.01%
241
506
$13 ﹤0.01%
100
507
$13 ﹤0.01%
52
-17
508
$13 ﹤0.01%
54
509
$13 ﹤0.01%
+2,945
510
$13 ﹤0.01%
+920
511
$13 ﹤0.01%
580
512
$13 ﹤0.01%
76
-14
513
$13 ﹤0.01%
224
-150
514
$13 ﹤0.01%
99
515
$13 ﹤0.01%
145
516
$13 ﹤0.01%
397
517
$12 ﹤0.01%
352
+1
518
$12 ﹤0.01%
100
519
$12 ﹤0.01%
100
520
$12 ﹤0.01%
+478
521
$12 ﹤0.01%
+549
522
$12 ﹤0.01%
162
523
$12 ﹤0.01%
175
-21
524
$12 ﹤0.01%
614
525
$12 ﹤0.01%
80
-21
19 20
21
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