WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
-$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$794K
3
+$548K
4
WBA
Walgreens Boots Alliance
WBA
+$481K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$359K

Top Sells

1
+$858K
2
+$360K
3
+$233K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$186K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$95.2K

Sector Composition

1 Technology 11.97%
2 Industrials 11.57%
3 Healthcare 10.1%
4 Consumer Discretionary 4.87%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$8.52K ﹤0.01%
340
577
$8.48K ﹤0.01%
123
578
$8.46K ﹤0.01%
174
579
$8.46K ﹤0.01%
250
-100
580
$8.44K ﹤0.01%
177
581
$8.41K ﹤0.01%
150
582
$8.4K ﹤0.01%
484
-1,400
583
$8.33K ﹤0.01%
46
-29
584
$8.2K ﹤0.01%
100
585
$8.12K ﹤0.01%
114
586
$8.02K ﹤0.01%
124
587
$7.98K ﹤0.01%
40
588
$7.93K ﹤0.01%
294
589
$7.9K ﹤0.01%
131
590
$7.8K ﹤0.01%
4,410
591
$7.8K ﹤0.01%
165
592
$7.75K ﹤0.01%
108
593
$7.72K ﹤0.01%
150
594
$7.7K ﹤0.01%
68
595
$7.7K ﹤0.01%
300
-300
596
$7.68K ﹤0.01%
800
+500
597
$7.57K ﹤0.01%
184
598
$7.51K ﹤0.01%
+595
599
$7.5K ﹤0.01%
358
600
$7.48K ﹤0.01%
52
22 23
24
25 26