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
751
$2.15K ﹤0.01%
119
752
$2.11K ﹤0.01%
200
753
$2.1K ﹤0.01%
41
754
$2.09K ﹤0.01%
84
755
$2.06K ﹤0.01%
200
756
$2.03K ﹤0.01%
700
757
$2.03K ﹤0.01%
107
758
$1.89K ﹤0.01%
12
759
$1.83K ﹤0.01%
47
760
$1.83K ﹤0.01%
+45
761
$1.8K ﹤0.01%
100
762
$1.77K ﹤0.01%
243
763
$1.71K ﹤0.01%
31
764
$1.69K ﹤0.01%
55
-594
765
$1.67K ﹤0.01%
36
766
$1.54K ﹤0.01%
25
767
$1.48K ﹤0.01%
55
768
$1.43K ﹤0.01%
200
769
$1.41K ﹤0.01%
31
770
– –
0
771
$1.25K ﹤0.01%
131
772
$1.25K ﹤0.01%
34
773
$1.24K ﹤0.01%
500
774
$1.21K ﹤0.01%
75
775
$1.16K ﹤0.01%
15
29 30
31
32 33