WIM
Westside Investment Management Portfolio holdings
AUM
$539M
1-Year Return
24.46%
This Quarter Return
+4.45%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$166M
AUM Growth
+$12.4M
(+8.1%)
Cap. Flow
+$5.71M
Cap. Flow
% of AUM
3.45%
Top 10 Holdings %
Top 10 Hldgs %
33.33%
Holding
838
New
36
Increased
176
Reduced
111
Closed
39
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
+$1.27M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$853K |
| 3 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$557K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$397K |
| 5 |
TPC
Tutor Perini Corporation
TPC
|
+$300K |
Top Sells
| 1 |
SPLS
Staples Inc
SPLS
|
+$562K |
| 2 |
DD
Du Pont De Nemours E I
DD
|
+$265K |
| 3 |
RBL
SPDR S&P Russia ETF
RBL
|
+$264K |
| 4 |
Teva Pharmaceuticals
TEVA
|
+$175K |
| 5 |
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% |
