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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
$36.5M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$849K
2
+$777K
3
+$669K
4
HPE icon
Hewlett Packard
HPE
+$599K
5
GLD icon
SPDR Gold Trust
GLD
+$573K

Top Sells

1
+$194M
2
+$9.03M
3
+$594K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$541K
5
SIG icon
Signet Jewelers
SIG
+$514K

Sector Composition

1 Technology 21.5%
2 Industrials 12.97%
3 Communication Services 8.08%
4 Healthcare 7.56%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$4 ﹤0.01%
66
552
$4 ﹤0.01%
111
-55
553
$4 ﹤0.01%
560
554
$4 ﹤0.01%
309
555
$4 ﹤0.01%
37
556
$3 ﹤0.01%
431
557
$3 ﹤0.01%
100
558
$3 ﹤0.01%
+76
559
$3 ﹤0.01%
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560
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200
561
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+72
562
$3 ﹤0.01%
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563
$3 ﹤0.01%
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564
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565
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35
566
$3 ﹤0.01%
134
567
$3 ﹤0.01%
+25
568
$3 ﹤0.01%
135
569
$2 ﹤0.01%
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570
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422
571
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125
-125
572
$2 ﹤0.01%
193
573
$2 ﹤0.01%
+49
574
$2 ﹤0.01%
114
575
$2 ﹤0.01%
100
-2,600
21 22
23
24 25