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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
$44.2M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$1.85M
3
+$1.17M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.12M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$848K

Top Sells

1
+$1.5M
2
+$1.35M
3
+$1.32M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$933K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$855K

Sector Composition

1 Technology 23.47%
2 Industrials 9.51%
3 Communication Services 7.79%
4 Consumer Discretionary 7.69%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2 ﹤0.01%
50
702
$2 ﹤0.01%
135
703
$2 ﹤0.01%
41
704
$2 ﹤0.01%
600
705
$2 ﹤0.01%
225
706
$2 ﹤0.01%
66
707
$2 ﹤0.01%
+24
708
$2 ﹤0.01%
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709
$2 ﹤0.01%
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710
$2 ﹤0.01%
+350
711
$2 ﹤0.01%
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712
$2 ﹤0.01%
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$2 ﹤0.01%
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100
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$2 ﹤0.01%
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$1 ﹤0.01%
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717
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40
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$1 ﹤0.01%
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$1 ﹤0.01%
+269
725
$1 ﹤0.01%
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27 28
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30 31