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
101
$401K 0.22%
3,573
-80
102
$399K 0.22%
4,368
-639
103
$397K 0.22%
4,995
+228
104
$396K 0.22%
10,975
+2,500
105
$395K 0.22%
23,073
-177
106
$388K 0.21%
3,980
107
$367K 0.2%
1,103
+50
108
$367K 0.2%
33,764
-2,998
109
$366K 0.2%
6,195
+1,325
110
$363K 0.2%
19,779
-710
111
$361K 0.2%
7,072
+2
112
$357K 0.2%
8,708
+400
113
$343K 0.19%
6,264
+2,832
114
$336K 0.18%
2,500
115
$332K 0.18%
3,098
116
$331K 0.18%
7,725
-50
117
$326K 0.18%
5,338
+760
118
$322K 0.18%
34
+1
119
$315K 0.17%
6,289
-750
120
$307K 0.17%
2,452
121
$306K 0.17%
5,779
122
$305K 0.17%
5,674
+722
123
$303K 0.17%
1,815
124
$302K 0.17%
6,660
+1,511
125
$298K 0.16%
1,750
3 4
5
6 7