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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
601
$4 ﹤0.01%
193
602
$4 ﹤0.01%
242
603
$4 ﹤0.01%
1,210
-2,000
604
$4 ﹤0.01%
113
605
$4 ﹤0.01%
100
606
$4 ﹤0.01%
75
607
$4 ﹤0.01%
25
608
$4 ﹤0.01%
66
609
$4 ﹤0.01%
111
610
$4 ﹤0.01%
+125
611
$4 ﹤0.01%
76
-1,200
612
$3 ﹤0.01%
431
613
$3 ﹤0.01%
25
-75
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$3 ﹤0.01%
38
615
$3 ﹤0.01%
50
-50
616
$3 ﹤0.01%
76
617
$3 ﹤0.01%
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618
$3 ﹤0.01%
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619
$3 ﹤0.01%
31
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$3 ﹤0.01%
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$3 ﹤0.01%
182
622
$3 ﹤0.01%
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623
$3 ﹤0.01%
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-4
624
$3 ﹤0.01%
24
625
$3 ﹤0.01%
100
23 24
25
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