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
651
$3 ﹤0.01%
233
652
$3 ﹤0.01%
25
653
$3 ﹤0.01%
200
654
$3 ﹤0.01%
43
655
$2 ﹤0.01%
98
656
$2 ﹤0.01%
100
657
$2 ﹤0.01%
95
658
$2 ﹤0.01%
31
659
$2 ﹤0.01%
600
660
$2 ﹤0.01%
+67
661
$2 ﹤0.01%
75
662
$2 ﹤0.01%
45
663
$2 ﹤0.01%
62
664
$2 ﹤0.01%
50
665
$2 ﹤0.01%
49
666
$2 ﹤0.01%
75
667
$2 ﹤0.01%
+5
668
$2 ﹤0.01%
102
669
$2 ﹤0.01%
100
670
$2 ﹤0.01%
400
671
$2 ﹤0.01%
+26
672
$2 ﹤0.01%
+100
673
$1 ﹤0.01%
142
674
$1 ﹤0.01%
18
675
$1 ﹤0.01%
28
25 26
27
28 29