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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
576
$3 ﹤0.01%
+59
577
$3 ﹤0.01%
+170
578
$3 ﹤0.01%
+67
579
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580
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+100
581
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582
$3 ﹤0.01%
+134
583
$3 ﹤0.01%
+250
584
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+113
585
$3 ﹤0.01%
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586
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587
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588
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589
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590
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591
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592
$3 ﹤0.01%
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595
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596
$2 ﹤0.01%
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597
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598
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+540
599
$2 ﹤0.01%
+100
600
$2 ﹤0.01%
+31
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