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
$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
601
$2 ﹤0.01%
+35
602
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+55
603
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+155
604
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605
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+200
606
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+88
607
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+540
608
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+62
609
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+100
610
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+400
611
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+11
612
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+182
613
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614
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615
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617
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618
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619
$2 ﹤0.01%
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620
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+36
621
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+36
622
$1 ﹤0.01%
+114
623
$1 ﹤0.01%
+75
624
$1 ﹤0.01%
+20
625
$1 ﹤0.01%
+700
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