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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
$37.9M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.01M
3
+$879K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$867K
5
AMGN icon
Amgen
AMGN
+$620K

Top Sells

1
+$10.8M
2
+$666K
3
+$603K
4
WORK
Slack Technologies, Inc.
WORK
+$399K
5
URI icon
United Rentals
URI
+$331K

Sector Composition

1 Technology 19.44%
2 Industrials 13.33%
3 Consumer Discretionary 7.78%
4 Healthcare 7.73%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$0 ﹤0.01%
30
702
$0 ﹤0.01%
31
703
– –
-5,400
704
– –
-4
705
– –
-48
706
– –
-13,047
707
– –
-500
708
– –
-130
709
– –
0
710
$0 ﹤0.01%
20
711
$0 ﹤0.01%
12
712
– –
-2,025
713
$0 ﹤0.01%
210
+1
25 26 27 28
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