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
676
$4.78K ﹤0.01%
100
677
$4.7K ﹤0.01%
200
678
$4.66K ﹤0.01%
540
679
$4.53K ﹤0.01%
151
680
$4.5K ﹤0.01%
47
681
$4.5K ﹤0.01%
+108
682
$4.5K ﹤0.01%
97
683
$4.44K ﹤0.01%
131
+2
684
$4.41K ﹤0.01%
+86
685
$4.39K ﹤0.01%
12
686
$4.28K ﹤0.01%
6
+2
687
$4.25K ﹤0.01%
44
688
$4.25K ﹤0.01%
156
+1
689
$4.18K ﹤0.01%
106
690
$4.12K ﹤0.01%
190
-30
691
$4.11K ﹤0.01%
100
692
$4.09K ﹤0.01%
53
693
$3.89K ﹤0.01%
+100
694
$3.85K ﹤0.01%
1,000
695
$3.83K ﹤0.01%
100
696
$3.79K ﹤0.01%
300
697
$3.74K ﹤0.01%
108
698
$3.66K ﹤0.01%
150
699
$3.58K ﹤0.01%
39
700
$3.58K ﹤0.01%
87
+27
26 27
28
29 30