WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
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
51
$131K 0.3%
4,904
+1,345
52
$128K 0.29%
3,785
-105
53
$124K 0.28%
15,371
-35
54
$121K 0.27%
65,260
+40,875
55
$120K 0.27%
6,798
+2,225
56
$117K 0.26%
26,002
+2,003
57
$115K 0.26%
1,410
+230
58
$111K 0.25%
125,056
+1,985
59
$109K 0.25%
7,970
+2,200
60
$109K 0.25%
450
61
$104K 0.24%
3,700
62
$101K 0.23%
976
63
$97.8K 0.22%
1,200
64
$95.1K 0.22%
10,317
-3,985
65
$92.7K 0.21%
2,000
66
$89.1K 0.2%
8,086
+3
67
$88.5K 0.2%
3,200
68
$87.7K 0.2%
9,255
+200
69
$86.7K 0.2%
9,117
+9
70
$85.6K 0.19%
13,390
-900
71
$84.2K 0.19%
12,212
+600
72
$82K 0.19%
9,320
+8,920
73
$81.3K 0.18%
10,152
+380
74
$81.2K 0.18%
1,325
75
$81.2K 0.18%
12,378
+125
1 2
3
4 5