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
551
$9.71K 0.01%
400
552
$9.71K 0.01%
166
553
$9.59K 0.01%
159
554
$9.53K 0.01%
723
555
$9.5K 0.01%
88
+22
556
$9.38K 0.01%
188
+3
557
$9.36K 0.01%
+100
558
$9.33K 0.01%
204
559
$9.33K 0.01%
3,250
560
$9.32K 0.01%
242
561
$9.29K 0.01%
200
562
$9.22K 0.01%
150
563
$9.17K 0.01%
300
564
$9.17K 0.01%
96
565
$9.1K 0.01%
170
566
$9.09K 0.01%
484
567
$9.08K 0.01%
187
568
$9.06K 0.01%
118
+31
569
$9.05K 0.01%
296
570
$9.03K 0.01%
423
571
$8.99K 0.01%
131
572
$8.93K 0.01%
270
573
$8.9K 0.01%
863
574
$8.89K 0.01%
322
-41
575
$8.86K 0.01%
68