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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
$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
676
$1 ﹤0.01%
25
677
$1 ﹤0.01%
59
678
$1 ﹤0.01%
29
-924
679
$1 ﹤0.01%
125
680
$1 ﹤0.01%
55
681
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15
682
$1 ﹤0.01%
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683
$1 ﹤0.01%
15
684
$1 ﹤0.01%
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685
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22
686
$1 ﹤0.01%
100
687
– –
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688
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689
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690
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$0 ﹤0.01%
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0
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$0 ﹤0.01%
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697
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24
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698
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699
– –
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700
$0 ﹤0.01%
9
26 27
28
29 30