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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
$44.2M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$1.85M
3
+$1.17M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.12M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$848K

Top Sells

1
+$1.5M
2
+$1.35M
3
+$1.32M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$933K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$855K

Sector Composition

1 Technology 23.47%
2 Industrials 9.51%
3 Communication Services 7.79%
4 Consumer Discretionary 7.69%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5 ﹤0.01%
175
627
$5 ﹤0.01%
650
628
$5 ﹤0.01%
+28
629
$5 ﹤0.01%
305
630
$5 ﹤0.01%
118
631
$5 ﹤0.01%
+150
632
$5 ﹤0.01%
+44
633
$5 ﹤0.01%
100
634
$5 ﹤0.01%
1,200
635
$5 ﹤0.01%
1,400
636
$5 ﹤0.01%
283
637
$5 ﹤0.01%
158
638
$5 ﹤0.01%
301
639
$5 ﹤0.01%
300
640
$5 ﹤0.01%
50
641
$5 ﹤0.01%
170
642
$5 ﹤0.01%
700
643
$5 ﹤0.01%
+343
644
$5 ﹤0.01%
130
645
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28
646
$4 ﹤0.01%
97
647
$4 ﹤0.01%
52
648
$4 ﹤0.01%
111
649
$4 ﹤0.01%
+100
650
$4 ﹤0.01%
25
24 25
26
27 28