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
701
$3.53K ﹤0.01%
200
702
$3.51K ﹤0.01%
60
703
$3.48K ﹤0.01%
+100
704
$3.47K ﹤0.01%
36
-528
705
$3.43K ﹤0.01%
100
706
$3.32K ﹤0.01%
26
707
$3.32K ﹤0.01%
30
708
$3.29K ﹤0.01%
300
-300
709
$3.26K ﹤0.01%
497
710
$3.26K ﹤0.01%
119
711
$3.21K ﹤0.01%
39
712
$3.17K ﹤0.01%
+20
713
$3.16K ﹤0.01%
136
714
$3.11K ﹤0.01%
26
715
$3.11K ﹤0.01%
40
716
$3.03K ﹤0.01%
150
717
$3.02K ﹤0.01%
53
718
$3.01K ﹤0.01%
115
719
$2.98K ﹤0.01%
+29
720
$2.98K ﹤0.01%
200
721
$2.96K ﹤0.01%
5
722
$2.94K ﹤0.01%
33
-60
723
$2.93K ﹤0.01%
62
724
$2.92K ﹤0.01%
100
725
$2.91K ﹤0.01%
100
27 28
29
30 31