WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.2M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$1.85M
3
+$1.17M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.12M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$848K

Top Sells

1
+$1.5M
2
+$1.35M
3
+$1.32M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$933K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$855K

Sector Composition

1 Technology 23.47%
2 Industrials 9.51%
3 Communication Services 7.79%
4 Consumer Discretionary 7.69%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$36.8K 0.08%
2,452
102
$36.6K 0.08%
1,005
+300
103
$34.1K 0.08%
3,074
-24
104
$32.7K 0.07%
200
105
$30.4K 0.07%
504
+4
106
$28.7K 0.07%
1,975
+700
107
$28.5K 0.06%
4,550
108
$27.4K 0.06%
508
+100
109
$26.1K 0.06%
1,000
110
$25.9K 0.06%
2,507
-52
111
$24.7K 0.06%
356
112
$23.7K 0.05%
12
113
$22.5K 0.05%
150
114
$21.8K 0.05%
180
115
$21.7K 0.05%
100
116
$21.2K 0.05%
1,520
117
$21.1K 0.05%
2,650
+300
118
$20.7K 0.05%
800
-3,118
119
$20.6K 0.05%
52
120
$19.3K 0.04%
82
121
$18.5K 0.04%
8,403
-7,208
122
$18.4K 0.04%
466
123
$18.1K 0.04%
210
124
$17.9K 0.04%
329,335
+1,050
125
$17.5K 0.04%
1,618
+589
3 4
5
6 7