We are live on ! Find out more
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
$43.4M
AUM Growth
+$241K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$814K
3
+$668K
4
CMF icon
iShares California Muni Bond ETF
CMF
+$642K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$611K

Top Sells

1
+$2.11M
2
+$1.26M
3
+$1.25M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$368K
5
AMZN icon
Amazon
AMZN
+$348K

Sector Composition

1 Technology 20.28%
2 Industrials 10.26%
3 Communication Services 8.52%
4 Healthcare 7.92%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4 ﹤0.01%
35
627
$4 ﹤0.01%
1,210
628
$4 ﹤0.01%
100
629
$4 ﹤0.01%
24
630
$4 ﹤0.01%
+19
631
$4 ﹤0.01%
76
632
$4 ﹤0.01%
30
633
$4 ﹤0.01%
51
634
$4 ﹤0.01%
100
635
$4 ﹤0.01%
25
636
$4 ﹤0.01%
66
637
$4 ﹤0.01%
111
638
$3 ﹤0.01%
100
639
$3 ﹤0.01%
113
640
$3 ﹤0.01%
431
641
$3 ﹤0.01%
38
642
$3 ﹤0.01%
100
643
$3 ﹤0.01%
+22
644
$3 ﹤0.01%
100
645
$3 ﹤0.01%
28
646
$3 ﹤0.01%
92
647
$3 ﹤0.01%
422
648
$3 ﹤0.01%
76
649
$3 ﹤0.01%
301
650
$3 ﹤0.01%
41
24 25
26
27 28