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
751
$1.97K ﹤0.01%
100
752
– –
0
753
$1.93K ﹤0.01%
100
754
$1.77K ﹤0.01%
36
755
$1.75K ﹤0.01%
243
756
$1.73K ﹤0.01%
47
757
$1.69K ﹤0.01%
32
758
$1.54K ﹤0.01%
+65
759
$1.54K ﹤0.01%
55
760
$1.47K ﹤0.01%
31
761
$1.47K ﹤0.01%
833
762
$1.46K ﹤0.01%
25
763
$1.46K ﹤0.01%
65
764
$1.42K ﹤0.01%
100
765
$1.36K ﹤0.01%
34
766
$1.28K ﹤0.01%
100
767
$1.26K ﹤0.01%
300
768
$1.25K ﹤0.01%
131
769
$1.25K ﹤0.01%
75
770
$1.24K ﹤0.01%
500
771
$1.13K ﹤0.01%
200
772
$1.09K ﹤0.01%
31
773
$1.07K ﹤0.01%
53
774
$1.04K ﹤0.01%
132
775
$1.02K ﹤0.01%
15
29 30
31
32 33