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
51
$808K 0.44%
5,370
+190
52
$800K 0.44%
12,680
+6,730
53
$796K 0.44%
11,915
+750
54
$792K 0.44%
10,815
+2,237
55
$785K 0.43%
16,047
-200
56
$777K 0.43%
12,533
+1,772
57
$770K 0.42%
2,887
-117
58
$750K 0.41%
19,025
-50
59
$742K 0.41%
4,575
+1,245
60
$739K 0.41%
37,550
61
$716K 0.39%
24,437
-1,100
62
$713K 0.39%
11,493
+1
63
$683K 0.38%
32,332
-125
64
$633K 0.35%
37,682
+500
65
$593K 0.33%
17,818
+2
66
$590K 0.32%
13,050
-100
67
$584K 0.32%
16,324
+6,925
68
$570K 0.31%
9,100
+750
69
$568K 0.31%
52,875
+20,250
70
$567K 0.31%
5,747
+1,223
71
$551K 0.3%
5,350
72
$551K 0.3%
9,791
-335
73
$528K 0.29%
5,150
-175
74
$527K 0.29%
2,704
+146
75
$521K 0.29%
6,210
+2,530
1 2
3
4 5