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
$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
Energy Select Sector SPDR Fund
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
76
$516K 0.28%
7,609
-291
77
$510K 0.28%
2,347
-14
78
$506K 0.28%
15,040
-225
79
$499K 0.27%
6,265
+745
80
$488K 0.27%
7,758
-31
81
$487K 0.27%
2,295
-200
82
$482K 0.27%
9,090
+6,450
83
$481K 0.26%
15,534
-1,214
84
$478K 0.26%
2,906
+2,820
85
$474K 0.26%
4,365
+640
86
$444K 0.24%
18,350
87
$443K 0.24%
3,557
+88
88
$443K 0.24%
13,059
+87
89
$437K 0.24%
4,800
90
$434K 0.24%
3,132
+644
91
$426K 0.23%
11,791
92
$426K 0.23%
18,942
+1,416
93
$424K 0.23%
5,699
+8
94
$423K 0.23%
5,825
95
$414K 0.23%
13,500
96
$412K 0.23%
5,975
+323
97
$409K 0.22%
3,960
98
$407K 0.22%
4,218
99
$406K 0.22%
5,590
100
$401K 0.22%
3,720
+1,275
2 3
4
5 6