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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
$37.9M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.01M
3
+$879K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$867K
5
AMGN icon
Amgen
AMGN
+$620K

Top Sells

1
+$10.8M
2
+$666K
3
+$603K
4
WORK
Slack Technologies, Inc.
WORK
+$399K
5
URI icon
United Rentals
URI
+$331K

Sector Composition

1 Technology 19.44%
2 Industrials 13.33%
3 Consumer Discretionary 7.78%
4 Healthcare 7.73%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$5 ﹤0.01%
103
+1
577
$5 ﹤0.01%
+125
578
$5 ﹤0.01%
200
579
$5 ﹤0.01%
+198
580
$5 ﹤0.01%
100
581
$5 ﹤0.01%
741
+34
582
$5 ﹤0.01%
66
583
$5 ﹤0.01%
200
-3,900
584
$5 ﹤0.01%
560
585
$4 ﹤0.01%
93
586
$4 ﹤0.01%
+48
587
$4 ﹤0.01%
+100
588
$4 ﹤0.01%
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589
$4 ﹤0.01%
309
590
$4 ﹤0.01%
135
591
$4 ﹤0.01%
51
592
$4 ﹤0.01%
37
593
$4 ﹤0.01%
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594
$4 ﹤0.01%
10
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$4 ﹤0.01%
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596
$4 ﹤0.01%
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597
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598
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301
599
$4 ﹤0.01%
52
600
$4 ﹤0.01%
+207
22 23
24
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