We are live on ! Find out more
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
$37.9M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.01M
3
+$879K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$867K
5
AMGN icon
Amgen
AMGN
+$620K

Top Sells

1
+$10.8M
2
+$666K
3
+$603K
4
WORK
Slack Technologies, Inc.
WORK
+$399K
5
URI icon
United Rentals
URI
+$331K

Sector Composition

1 Technology 19.44%
2 Industrials 13.33%
3 Consumer Discretionary 7.78%
4 Healthcare 7.73%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$8 ﹤0.01%
201
527
$8 ﹤0.01%
184
528
$8 ﹤0.01%
+448
529
$8 ﹤0.01%
366
530
$8 ﹤0.01%
545
531
$8 ﹤0.01%
152
532
$8 ﹤0.01%
100
533
$8 ﹤0.01%
23
534
$8 ﹤0.01%
200
535
$8 ﹤0.01%
75
536
$7 ﹤0.01%
100
537
$7 ﹤0.01%
+1,000
538
$7 ﹤0.01%
400
539
$7 ﹤0.01%
87
540
$7 ﹤0.01%
300
541
$7 ﹤0.01%
86
542
$7 ﹤0.01%
100
543
$7 ﹤0.01%
+302
544
$7 ﹤0.01%
480
545
$7 ﹤0.01%
174
546
$7 ﹤0.01%
+600
547
$7 ﹤0.01%
293
548
$7 ﹤0.01%
50
549
$7 ﹤0.01%
700
550
$7 ﹤0.01%
84
20 21
22
23 24