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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
$220M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$1.71M
3
+$1.15M
4
CVS icon
CVS Health
CVS
+$979K
5
MSI icon
Motorola Solutions
MSI
+$723K

Top Sells

1
+$658K
2
+$578K
3
+$469K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$418K
5
CVET
Covetrus, Inc. Common Stock
CVET
+$388K

Sector Composition

1 Technology 87.83%
2 Industrials 2.15%
3 Consumer Discretionary 1.39%
4 Communication Services 1.11%
5 Healthcare 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
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12
627
$1 ﹤0.01%
65
628
$1 ﹤0.01%
59
629
$1 ﹤0.01%
12
630
$1 ﹤0.01%
42
631
$1 ﹤0.01%
225
632
$1 ﹤0.01%
35
-11
633
– –
0
634
$1 ﹤0.01%
100
635
$1 ﹤0.01%
31
636
$1 ﹤0.01%
100
637
$1 ﹤0.01%
76
638
$1 ﹤0.01%
200
639
$1 ﹤0.01%
53
640
$1 ﹤0.01%
44
641
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643
– –
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644
– –
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645
– –
-691
646
– –
-1,000
647
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648
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649
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-200
650
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