WIM
Westside Investment Management Portfolio holdings
AUM
$539M
1-Year Return
24.46%
This Quarter Return
-0.3%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$182M
AUM Growth
-$2.53M
(-1.4%)
Cap. Flow
+$6.68M
Cap. Flow
% of AUM
3.67%
Top 10 Holdings %
Top 10 Hldgs %
33.65%
Holding
859
New
30
Increased
164
Reduced
133
Closed
58
Top Buys
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
$1.32M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$767K |
| 3 |
Cigna
CI
|
$464K |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
$425K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$357K |
Top Sells
Sector Composition
| 1 | Technology | 12.66% |
| 2 | Industrials | 10.89% |
| 3 | Healthcare | 10.1% |
| 4 | Consumer Discretionary | 4.87% |
| 5 | Communication Services | 3.91% |
