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
101
$335K 0.2%
20,969
-280
102
$333K 0.2%
2,500
103
$332K 0.2%
23,150
-100
104
$330K 0.2%
1,040
105
$329K 0.2%
15,223
+6
106
$317K 0.19%
8,292
+88
107
$313K 0.19%
11,791
+4,975
108
$313K 0.19%
2,332
109
$308K 0.19%
19,554
-11,110
110
$307K 0.19%
5,820
-121
111
$306K 0.18%
1,668
+2
112
$305K 0.18%
1,965
-150
113
$299K 0.18%
2,896
114
$299K 0.18%
7,289
-64
115
$295K 0.18%
4,640
+200
116
$278K 0.17%
7,350
+7,225
117
$277K 0.17%
3,894
+200
118
$276K 0.17%
7,775
119
$272K 0.16%
4,596
120
$264K 0.16%
4,313
+1,534
121
$263K 0.16%
32
+2
122
$258K 0.16%
17,432
-5,038
123
$257K 0.16%
1,662
+548
124
$255K 0.15%
68,900
125
$250K 0.15%
1,200
3 4
5
6 7