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
$166M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$853K
3
+$557K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$397K
5
TPC
Tutor Perini Cor
TPC
+$300K

Top Sells

1
+$562K
2
+$265K
3
+$264K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$175K
5
USO icon
United States Oil Fund
USO
+$168K

Sector Composition

1 Technology 12.84%
2 Industrials 11.21%
3 Healthcare 10.92%
4 Consumer Discretionary 4.67%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$5.73K ﹤0.01%
131
652
$5.72K ﹤0.01%
511
653
$5.7K ﹤0.01%
39
654
$5.69K ﹤0.01%
72
655
$5.62K ﹤0.01%
59
656
$5.61K ﹤0.01%
100
657
$5.5K ﹤0.01%
183
658
$5.49K ﹤0.01%
480
659
$5.46K ﹤0.01%
300
660
$5.44K ﹤0.01%
81
-65
661
$5.41K ﹤0.01%
25
662
$5.33K ﹤0.01%
50
663
$5.29K ﹤0.01%
100
664
$5.23K ﹤0.01%
202
665
$5.17K ﹤0.01%
30
666
$5.16K ﹤0.01%
200
-400
667
$5.15K ﹤0.01%
350
+250
668
$5.13K ﹤0.01%
500
-500
669
$5.02K ﹤0.01%
150
670
$5.01K ﹤0.01%
34
671
$4.97K ﹤0.01%
100
672
$4.88K ﹤0.01%
226
673
$4.88K ﹤0.01%
174
674
$4.88K ﹤0.01%
514
675
$4.87K ﹤0.01%
+142
25 26
27
28 29