WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
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
76
$499K 0.3%
4,240
+67
77
$497K 0.3%
8,396
+60
78
$474K 0.29%
2,529
+16
79
$472K 0.28%
2,403
+37
80
$462K 0.28%
5,533
-50
81
$452K 0.27%
3,960
82
$451K 0.27%
18,350
-108
83
$451K 0.27%
3,980
-30
84
$450K 0.27%
3,374
-73
85
$443K 0.27%
4,233
-18
86
$440K 0.27%
4,424
+2,000
87
$436K 0.26%
5,825
88
$432K 0.26%
4,800
89
$426K 0.26%
9,399
+1,103
90
$410K 0.25%
5,590
91
$395K 0.24%
13,500
92
$388K 0.23%
17,566
+10,190
93
$382K 0.23%
2,519
-3
94
$376K 0.23%
4,567
95
$368K 0.22%
4,952
+2,521
96
$358K 0.22%
7,067
+2
97
$358K 0.22%
5,172
+790
98
$357K 0.22%
3,879
99
$348K 0.21%
2,405
+2,039
100
$341K 0.21%
3,098
2 3
4
5 6