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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
$45.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$42.5M
2
+$11.1M
3
+$10.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.19M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 79.93%
2 Industrials 6.59%
3 Communication Services 2.37%
4 Consumer Discretionary 2.34%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$5 ﹤0.01%
+200
552
$5 ﹤0.01%
+500
553
$5 ﹤0.01%
+50
554
$4 ﹤0.01%
+97
555
$4 ﹤0.01%
+50
556
$4 ﹤0.01%
+52
557
$4 ﹤0.01%
+30
558
$4 ﹤0.01%
+225
559
$4 ﹤0.01%
+194
560
$4 ﹤0.01%
+100
561
$4 ﹤0.01%
+72
562
$4 ﹤0.01%
+113
563
$4 ﹤0.01%
+476
564
$4 ﹤0.01%
+2,500
565
$4 ﹤0.01%
+150
566
$4 ﹤0.01%
+82
567
$4 ﹤0.01%
+722
568
$4 ﹤0.01%
+51
569
$4 ﹤0.01%
+450
570
$4 ﹤0.01%
+100
571
$4 ﹤0.01%
+273
572
$3 ﹤0.01%
+514
573
$3 ﹤0.01%
+26
574
$3 ﹤0.01%
+36
575
$3 ﹤0.01%
+100
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