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
$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%
1,210
-2,000
602
$4 ﹤0.01%
113
603
$4 ﹤0.01%
100
604
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75
605
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25
606
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607
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608
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+125
609
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309
610
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611
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76
-1,200
612
$3 ﹤0.01%
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613
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431
614
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25
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619
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623
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625
$3 ﹤0.01%
+200
23 24
25
26 27