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
676
$4.48K ﹤0.01%
156
677
$4.37K ﹤0.01%
197
+5
678
$4.33K ﹤0.01%
29
-14
679
$4.29K ﹤0.01%
+97
680
$4.29K ﹤0.01%
108
681
$4.27K ﹤0.01%
100
682
$4.26K ﹤0.01%
113
683
$4.19K ﹤0.01%
115
684
$4.18K ﹤0.01%
192
685
$4.1K ﹤0.01%
+100
686
$4.08K ﹤0.01%
134
+2
687
$4.08K ﹤0.01%
90
688
$3.97K ﹤0.01%
+45
689
$3.97K ﹤0.01%
100
690
$3.96K ﹤0.01%
30
691
$3.94K ﹤0.01%
105
-311
692
$3.94K ﹤0.01%
200
693
$3.9K ﹤0.01%
81
694
$3.89K ﹤0.01%
86
695
$3.89K ﹤0.01%
109
696
$3.84K ﹤0.01%
62
697
$3.82K ﹤0.01%
113
698
$3.73K ﹤0.01%
20
699
$3.71K ﹤0.01%
36
-100
700
$3.7K ﹤0.01%
60
26 27
28
29 30