We are live on ! Find out more
WIM

Westside Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 28.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.4%
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
+$794K
3
+$548K
4
WBA
Walgreens Boots Alliance
WBA
+$481K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$359K

Top Sells

1
+$858K
2
+$360K
3
+$233K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$186K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$95.2K

Sector Composition

1 Technology 11.97%
2 Industrials 11.57%
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
801
– –
-100
802
– –
-100
803
– –
-338
804
– –
-100
805
– –
-5,200
806
– –
-912
807
– –
-53
808
– –
-96
809
– –
-76
810
– –
-800
811
– –
-100
812
– –
-600
813
– –
-250
814
– –
-100
815
– –
-616
816
– –
-61
817
– –
-49
818
– –
-68
819
– –
-86
820
– –
-675
821
– –
-1,005
822
– –
-13
823
– –
-425
824
– –
-301
825
– –
-229
31 32
33
34 35