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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
$37.9M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.01M
3
+$879K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$867K
5
AMGN icon
Amgen
AMGN
+$620K

Top Sells

1
+$10.8M
2
+$666K
3
+$603K
4
WORK
Slack Technologies, Inc.
WORK
+$399K
5
URI icon
United Rentals
URI
+$331K

Sector Composition

1 Technology 19.44%
2 Industrials 13.33%
3 Consumer Discretionary 7.78%
4 Healthcare 7.73%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1 ﹤0.01%
30
+5
652
$1 ﹤0.01%
28
653
$1 ﹤0.01%
62
654
$1 ﹤0.01%
100
655
$1 ﹤0.01%
100
656
$1 ﹤0.01%
100
657
$1 ﹤0.01%
200
658
$0 ﹤0.01%
15
659
$0 ﹤0.01%
25
660
$0 ﹤0.01%
111
661
– –
-24
662
$0 ﹤0.01%
3
663
$0 ﹤0.01%
35
664
– –
-75
665
– –
-53
666
$0 ﹤0.01%
44
667
$0 ﹤0.01%
500
668
$0 ﹤0.01%
35
669
$0 ﹤0.01%
8
670
$0 ﹤0.01%
7
671
$0 ﹤0.01%
13
672
$0 ﹤0.01%
+100
673
– –
-1,000
674
$0 ﹤0.01%
132
675
– –
-9
25 26
27
28 29