WIM

Westside Investment Management Portfolio holdings

AUM $626M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
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
State Street Energy Select Sector SPDR ETF
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
126
$297K 0.16%
17,332
-100
127
$294K 0.16%
4,034
+105
128
$291K 0.16%
+14,500
129
$288K 0.16%
1,578
130
$285K 0.16%
7,637
+807
131
$283K 0.16%
14,610
+13,200
132
$282K 0.15%
4,541
+233
133
$279K 0.15%
4,110
134
$279K 0.15%
1,650
-5
135
$275K 0.15%
2,896
136
$255K 0.14%
6,884
-104
137
$245K 0.13%
1,075
-45
138
$245K 0.13%
4,270
139
$242K 0.13%
3,129
-750
140
$242K 0.13%
68,950
+21,000
141
$241K 0.13%
1,900
142
$240K 0.13%
1,674
143
$239K 0.13%
3,951
-200
144
$236K 0.13%
2,863
+103
145
$227K 0.12%
13,529
-1,600
146
$225K 0.12%
873
-99
147
$222K 0.12%
7,543
+300
148
$216K 0.12%
9,500
+4,100
149
$216K 0.12%
3,642
+2,740
150
$214K 0.12%
+15,275
4 5
6
7 8