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
$166M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$853K
3
+$557K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$397K
5
TPC
Tutor Perini Cor
TPC
+$300K

Top Sells

1
+$562K
2
+$265K
3
+$264K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$175K
5
USO icon
United States Oil Fund
USO
+$168K

Sector Composition

1 Technology 12.84%
2 Industrials 11.21%
3 Healthcare 10.92%
4 Consumer Discretionary 4.67%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$6.63K ﹤0.01%
200
627
$6.63K ﹤0.01%
4,636
628
$6.62K ﹤0.01%
25
629
$6.58K ﹤0.01%
309
630
$6.56K ﹤0.01%
400
631
$6.4K ﹤0.01%
1,200
632
$6.37K ﹤0.01%
71
633
$6.23K ﹤0.01%
62
634
$6.17K ﹤0.01%
+100
635
$6.17K ﹤0.01%
+200
636
$6.16K ﹤0.01%
330
+102
637
$6.15K ﹤0.01%
364
+70
638
$6.15K ﹤0.01%
55
639
$6.08K ﹤0.01%
500
640
$6.06K ﹤0.01%
108
641
$5.98K ﹤0.01%
84
-11
642
$5.97K ﹤0.01%
250
643
$5.97K ﹤0.01%
182
+1
644
$5.95K ﹤0.01%
150
645
$5.92K ﹤0.01%
114
646
$5.85K ﹤0.01%
301
647
$5.78K ﹤0.01%
83
648
$5.75K ﹤0.01%
51
649
$5.74K ﹤0.01%
150
650
$5.73K ﹤0.01%
90
24 25
26
27 28