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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
601
$2 ﹤0.01%
+32
602
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603
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604
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605
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606
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607
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608
$2 ﹤0.01%
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609
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610
$2 ﹤0.01%
+240
611
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+400
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617
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619
$2 ﹤0.01%
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+300
621
$1 ﹤0.01%
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622
$1 ﹤0.01%
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623
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624
$1 ﹤0.01%
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625
$1 ﹤0.01%
+36
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