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
776
$983 ﹤0.01%
25
777
$961 ﹤0.01%
43
778
$925 ﹤0.01%
33
779
$911 ﹤0.01%
150
780
$910 ﹤0.01%
9
781
$888 ﹤0.01%
150
782
$764 ﹤0.01%
15
783
$604 ﹤0.01%
12
784
$534 ﹤0.01%
200
-100
785
$506 ﹤0.01%
1
786
$352 ﹤0.01%
40
787
$290 ﹤0.01%
29
788
$212 ﹤0.01%
10
789
$173 ﹤0.01%
2
790
$163 ﹤0.01%
13
791
$118 ﹤0.01%
9
792
– –
0
793
$29 ﹤0.01%
8
794
$26 ﹤0.01%
2
795
– –
0
796
– –
-400
797
– –
-1,263
798
– –
-615
799
– –
-225
800
– –
-180
30 31
32
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