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
$182M
AUM Growth
-$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$767K
3
+$464K
4
WBA
Walgreens Boots Alliance
WBA
+$425K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$357K

Top Sells

1
+$856K
2
+$360K
3
+$221K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$173K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$94.8K

Sector Composition

1 Technology 12.66%
2 Industrials 10.89%
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
601
$7.35K ﹤0.01%
730
602
$7.27K ﹤0.01%
166
-38
603
$7.26K ﹤0.01%
300
604
$7.23K ﹤0.01%
150
605
$7.21K ﹤0.01%
59
606
$7.15K ﹤0.01%
168
607
$7.09K ﹤0.01%
280
608
$7.08K ﹤0.01%
455
+300
609
$7.05K ﹤0.01%
250
-350
610
$7.02K ﹤0.01%
200
611
$6.97K ﹤0.01%
152
612
$6.93K ﹤0.01%
85
613
$6.92K ﹤0.01%
422
614
$6.8K ﹤0.01%
309
615
$6.79K ﹤0.01%
200
616
$6.78K ﹤0.01%
238
617
$6.77K ﹤0.01%
26
618
$6.74K ﹤0.01%
51
619
$6.7K ﹤0.01%
33
620
$6.63K ﹤0.01%
55
621
$6.61K ﹤0.01%
268
622
$6.55K ﹤0.01%
260
623
$6.47K ﹤0.01%
54
624
$6.42K ﹤0.01%
200
-300
625
$6.4K ﹤0.01%
83
23 24
25
26 27