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
$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
526
$12 ﹤0.01%
162
527
$12 ﹤0.01%
175
-21
528
$12 ﹤0.01%
80
-21
529
$12 ﹤0.01%
100
530
$11 ﹤0.01%
340
531
$11 ﹤0.01%
154
+78
532
$11 ﹤0.01%
500
533
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534
$11 ﹤0.01%
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535
$11 ﹤0.01%
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536
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300
537
$11 ﹤0.01%
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538
$11 ﹤0.01%
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539
$11 ﹤0.01%
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540
$11 ﹤0.01%
126
541
$11 ﹤0.01%
465
542
$11 ﹤0.01%
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543
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545
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546
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448
547
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1,300
548
$10 ﹤0.01%
40
549
$10 ﹤0.01%
125
550
$10 ﹤0.01%
107
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