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
$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
726
$2.91K ﹤0.01%
+100
727
$2.9K ﹤0.01%
38
728
$2.9K ﹤0.01%
100
729
$2.81K ﹤0.01%
126
730
$2.8K ﹤0.01%
700
+200
731
$2.69K ﹤0.01%
266
+3
732
$2.66K ﹤0.01%
140
733
$2.64K ﹤0.01%
2
734
$2.61K ﹤0.01%
52
735
$2.58K ﹤0.01%
63
736
$2.56K ﹤0.01%
233
737
$2.54K ﹤0.01%
+100
738
$2.49K ﹤0.01%
+144
739
$2.48K ﹤0.01%
38
-38
740
$2.48K ﹤0.01%
40
741
$2.44K ﹤0.01%
50
742
$2.41K ﹤0.01%
16
743
$2.37K ﹤0.01%
15
744
$2.37K ﹤0.01%
42
745
$2.31K ﹤0.01%
+48
746
$2.25K ﹤0.01%
200
747
$2.22K ﹤0.01%
100
748
$2.15K ﹤0.01%
+200
749
$2.14K ﹤0.01%
55
750
$2.1K ﹤0.01%
155
28 29
30
31 32