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
601
$7.7K ﹤0.01%
748
+179
602
$7.68K ﹤0.01%
+406
603
$7.67K ﹤0.01%
268
604
$7.61K ﹤0.01%
150
605
$7.59K ﹤0.01%
88
606
$7.58K ﹤0.01%
135
607
$7.54K ﹤0.01%
184
608
$7.5K ﹤0.01%
176
609
$7.48K ﹤0.01%
192
610
$7.43K ﹤0.01%
422
611
$7.31K ﹤0.01%
300
612
$7.25K ﹤0.01%
329
613
$7.25K ﹤0.01%
145
614
$7.22K ﹤0.01%
250
615
$7.17K ﹤0.01%
700
616
$7.17K ﹤0.01%
52
617
$7.17K ﹤0.01%
33
+13
618
$7.14K ﹤0.01%
+72
619
$7.13K ﹤0.01%
200
620
$6.93K ﹤0.01%
1
621
$6.9K ﹤0.01%
152
622
$6.87K ﹤0.01%
85
623
$6.85K ﹤0.01%
300
624
$6.82K ﹤0.01%
170
-763
625
$6.76K ﹤0.01%
215
23 24
25
26 27