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
526
$11K 0.01%
187
527
$10.9K 0.01%
1,610
528
$10.9K 0.01%
141
529
$10.8K 0.01%
201
530
$10.8K 0.01%
500
531
$10.8K 0.01%
115
532
$10.6K 0.01%
470
533
$10.6K 0.01%
102
534
$10.5K 0.01%
184
+24
535
$10.3K 0.01%
200
536
$10.2K 0.01%
306
537
$10.1K 0.01%
552
-62
538
$10.1K 0.01%
+68
539
$10K 0.01%
273
540
$10K 0.01%
730
541
$10K 0.01%
100
542
$10K 0.01%
125
-2,094
543
$9.98K 0.01%
729
544
$9.98K 0.01%
298
545
$9.91K 0.01%
107
546
$9.85K 0.01%
332
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547
$9.84K 0.01%
162
548
$9.77K 0.01%
320
549
$9.74K 0.01%
165
550
$9.73K 0.01%
93