WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
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
51
$874K 0.53%
37,350
-1,125
52
$762K 0.46%
4,235
+150
53
$755K 0.46%
3,720
54
$745K 0.45%
18,339
-84
55
$740K 0.45%
11,531
+1
56
$722K 0.44%
11,165
57
$717K 0.43%
13,150
58
$674K 0.41%
8,218
-9
59
$668K 0.4%
32,457
60
$662K 0.4%
16,615
+1,300
61
$657K 0.4%
36,707
62
$656K 0.4%
19,645
+3,046
63
$621K 0.38%
5,490
64
$611K 0.37%
17,806
+2
65
$608K 0.37%
9,275
66
$604K 0.36%
18,608
-850
67
$593K 0.36%
22,937
+100
68
$578K 0.35%
16,680
+1,200
69
$572K 0.35%
9,173
-60
70
$569K 0.34%
8,683
-300
71
$566K 0.34%
6,920
-200
72
$558K 0.34%
6,152
+270
73
$556K 0.34%
10,103
74
$526K 0.32%
3,725
75
$515K 0.31%
41,756
-2,994
1 2
3
4 5