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
576
$8.85K 0.01%
300
577
$8.76K 0.01%
510
578
$8.76K 0.01%
+123
579
$8.73K 0.01%
165
580
$8.71K 0.01%
114
581
$8.68K 0.01%
54
582
$8.68K 0.01%
85
583
$8.6K 0.01%
133
584
$8.59K 0.01%
356
+2
585
$8.55K 0.01%
40
586
$8.52K 0.01%
81
587
$8.48K 0.01%
260
588
$8.47K 0.01%
154
589
$8.38K 0.01%
52
590
$8.24K 0.01%
100
+34
591
$8.24K 0.01%
200
592
$8.22K 0.01%
572
+141
593
$8.2K ﹤0.01%
486
594
$8.06K ﹤0.01%
63
595
$8.03K ﹤0.01%
137
596
$7.9K ﹤0.01%
333
-700
597
$7.83K ﹤0.01%
+90
598
$7.81K ﹤0.01%
200
599
$7.72K ﹤0.01%
400
600
$7.72K ﹤0.01%
68
22 23
24
25 26