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
$182M
AUM Growth
-$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$767K
3
+$464K
4
WBA
Walgreens Boots Alliance
WBA
+$425K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$357K

Top Sells

1
+$856K
2
+$360K
3
+$221K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$173K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$94.8K

Sector Composition

1 Technology 12.66%
2 Industrials 10.89%
3 Healthcare 10.1%
4 Consumer Discretionary 4.87%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$6.38K ﹤0.01%
480
627
$6.37K ﹤0.01%
145
628
$6.34K ﹤0.01%
269
629
$6.3K ﹤0.01%
131
630
$6.21K ﹤0.01%
475
+200
631
$6.15K ﹤0.01%
505
632
$6.11K ﹤0.01%
184
+1
633
$5.99K ﹤0.01%
10
634
$5.93K ﹤0.01%
150
635
$5.87K ﹤0.01%
114
636
$5.81K ﹤0.01%
72
637
$5.81K ﹤0.01%
511
638
$5.78K ﹤0.01%
100
-191
639
$5.77K ﹤0.01%
42
640
$5.74K ﹤0.01%
78
641
$5.7K ﹤0.01%
215
642
$5.67K ﹤0.01%
333
+2
643
$5.6K ﹤0.01%
42
-10
644
$5.58K ﹤0.01%
102
+57
645
$5.48K ﹤0.01%
25
646
$5.48K ﹤0.01%
72
647
$5.38K ﹤0.01%
150
648
$5.29K ﹤0.01%
500
+200
649
$5.29K ﹤0.01%
+88
650
$5.24K ﹤0.01%
100
24 25
26
27 28