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
726
$2.97K ﹤0.01%
66
727
$2.94K ﹤0.01%
+100
728
$2.94K ﹤0.01%
100
729
$2.93K ﹤0.01%
28
730
$2.9K ﹤0.01%
50
731
$2.89K ﹤0.01%
34
732
$2.89K ﹤0.01%
1
733
$2.85K ﹤0.01%
105
+5
734
$2.82K ﹤0.01%
+8
735
$2.8K ﹤0.01%
36
736
$2.71K ﹤0.01%
2
737
$2.65K ﹤0.01%
233
738
$2.64K ﹤0.01%
38
739
$2.6K ﹤0.01%
1,200
740
$2.6K ﹤0.01%
36
741
$2.58K ﹤0.01%
40
742
$2.58K ﹤0.01%
200
743
$2.47K ﹤0.01%
17
+3
744
$2.45K ﹤0.01%
4
745
$2.41K ﹤0.01%
33
746
$2.38K ﹤0.01%
24
-36
747
$2.34K ﹤0.01%
141
748
$2.29K ﹤0.01%
52
749
$2.27K ﹤0.01%
123
750
$2.19K ﹤0.01%
56
28 29
30
31 32