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
701
$3.64K ﹤0.01%
12
702
$3.64K ﹤0.01%
200
703
$3.62K ﹤0.01%
250
-100
704
$3.61K ﹤0.01%
106
705
$3.54K ﹤0.01%
+30
706
$3.53K ﹤0.01%
540
707
$3.49K ﹤0.01%
40
708
$3.42K ﹤0.01%
+100
709
$3.38K ﹤0.01%
43
710
$3.36K ﹤0.01%
200
711
$3.35K ﹤0.01%
50
712
$3.34K ﹤0.01%
122
+1
713
$3.32K ﹤0.01%
108
714
$3.31K ﹤0.01%
24
715
$3.31K ﹤0.01%
182
716
$3.26K ﹤0.01%
132
+16
717
$3.24K ﹤0.01%
100
718
$3.21K ﹤0.01%
266
719
$3.19K ﹤0.01%
300
720
$3.19K ﹤0.01%
34
721
$3.14K ﹤0.01%
100
722
$3.13K ﹤0.01%
200
-1,000
723
$3.07K ﹤0.01%
190
724
$3.06K ﹤0.01%
75
725
$3K ﹤0.01%
+100
27 28
29
30 31