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
826
– –
-47
827
– –
-150
828
– –
-34
829
– –
-88
830
– –
-250
831
– –
-63
832
– –
-44
833
– –
-83
834
– –
-137
835
– –
-300
836
– –
-748
837
– –
-33
838
– –
-103
839
– –
-34
840
– –
-100
841
– –
-1,135
842
– –
-200
843
– –
-39
844
– –
-362
845
– –
-43
846
– –
-49
847
– –
0
848
– –
-22
849
– –
-500
850
– –
-528
31 32 33
34
35