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
$182M
AUM Growth
-$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$767K
3
+$464K
4
WBA
Walgreens Boots Alliance
WBA
+$425K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$357K

Top Sells

1
+$856K
2
+$360K
3
+$221K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$173K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$94.8K

Sector Composition

1 Technology 12.66%
2 Industrials 10.89%
3 Healthcare 10.1%
4 Consumer Discretionary 4.87%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$5.21K ﹤0.01%
90
652
$5.12K ﹤0.01%
59
653
$5.11K ﹤0.01%
37
+8
654
$5.06K ﹤0.01%
164
655
$5.03K ﹤0.01%
51
656
$5.03K ﹤0.01%
50
657
$5.01K ﹤0.01%
72
658
$4.99K ﹤0.01%
87
659
$4.89K ﹤0.01%
30
660
$4.86K ﹤0.01%
100
-100
661
$4.83K ﹤0.01%
37
662
$4.83K ﹤0.01%
70
663
$4.82K ﹤0.01%
202
664
$4.79K ﹤0.01%
59
-18
665
$4.77K ﹤0.01%
174
666
$4.77K ﹤0.01%
231
+38
667
$4.75K ﹤0.01%
100
668
$4.62K ﹤0.01%
301
669
$4.61K ﹤0.01%
151
670
$4.59K ﹤0.01%
48
+8
671
$4.58K ﹤0.01%
270
672
$4.55K ﹤0.01%
514
673
$4.52K ﹤0.01%
53
674
$4.5K ﹤0.01%
150
675
$4.49K ﹤0.01%
183
25 26
27
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