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
126
$249K 0.15%
4,270
+670
127
$247K 0.15%
971
+1
128
$246K 0.15%
7,092
-121
129
$239K 0.14%
4,270
+120
130
$237K 0.14%
1,683
+15
131
$235K 0.14%
2,757
-141
132
$233K 0.14%
4,414
+944
133
$233K 0.14%
1,750
134
$231K 0.14%
4,700
+700
135
$224K 0.14%
2,328
+16
136
$215K 0.13%
47,950
+3,350
137
$209K 0.13%
3,150
+600
138
$207K 0.12%
1,700
139
$201K 0.12%
9,875
140
$190K 0.11%
4,192
+29
141
$186K 0.11%
3,037
+1
142
$186K 0.11%
5,203
-300
143
$185K 0.11%
1,342
144
$184K 0.11%
1,111
+46
145
$183K 0.11%
2,604
+2
146
$180K 0.11%
1,680
147
$179K 0.11%
7,900
148
$179K 0.11%
8,000
149
$178K 0.11%
4,656
+161
150
$178K 0.11%
1,500
4 5
6
7 8