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
776
$1.06K ﹤0.01%
25
777
$1.03K ﹤0.01%
132
778
$1.03K ﹤0.01%
150
779
$999 ﹤0.01%
833
780
$950 ﹤0.01%
33
781
$941 ﹤0.01%
31
782
$834 ﹤0.01%
53
783
$809 ﹤0.01%
15
784
$808 ﹤0.01%
150
785
$776 ﹤0.01%
15
786
$741 ﹤0.01%
12
787
$648 ﹤0.01%
300
788
$568 ﹤0.01%
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789
$430 ﹤0.01%
1
790
$408 ﹤0.01%
40
791
$241 ﹤0.01%
30
792
$190 ﹤0.01%
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793
$174 ﹤0.01%
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$138 ﹤0.01%
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795
$110 ﹤0.01%
2
796
$31 ﹤0.01%
8
797
– –
0
798
$6 ﹤0.01%
2
799
– –
0
800
– –
-64
30 31
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