WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.89%
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
626
$1 ﹤0.01%
+15
627
$1 ﹤0.01%
+53
628
$1 ﹤0.01%
+200
629
$1 ﹤0.01%
+500
630
$1 ﹤0.01%
+59
631
$1 ﹤0.01%
+31
632
$1 ﹤0.01%
+1,200
633
$1 ﹤0.01%
+55
634
$1 ﹤0.01%
+74
635
$1 ﹤0.01%
+108
636
$1 ﹤0.01%
+125
637
$1 ﹤0.01%
+190
638
$1 ﹤0.01%
+98
639
$1 ﹤0.01%
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640
$1 ﹤0.01%
+300
641
$0 ﹤0.01%
+42
642
$0 ﹤0.01%
+1
643
$0 ﹤0.01%
+190
644
$0 ﹤0.01%
+21
645
$0 ﹤0.01%
+9
646
$0 ﹤0.01%
+242
647
$0 ﹤0.01%
+21
648
– –
0
649
$0 ﹤0.01%
+40
650
$0 ﹤0.01%
+10
24 25
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