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
$37.9M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.01M
3
+$879K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$867K
5
AMGN icon
Amgen
AMGN
+$620K

Top Sells

1
+$10.8M
2
+$666K
3
+$603K
4
WORK
Slack Technologies, Inc.
WORK
+$399K
5
URI icon
United Rentals
URI
+$331K

Sector Composition

1 Technology 19.44%
2 Industrials 13.33%
3 Consumer Discretionary 7.78%
4 Healthcare 7.73%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10.5K 0.03%
550
-100
127
$9.75K 0.03%
127
+41
128
$8.53K 0.02%
+75
129
$8.34K 0.02%
+13,100
130
$8.21K 0.02%
400
-100
131
$7.92K 0.02%
13,812
+676
132
$7.91K 0.02%
916
+200
133
$7.89K 0.02%
600
+200
134
$7.82K 0.02%
37,829
-547
135
$7.24K 0.02%
400
136
$7.21K 0.02%
320
137
$6.87K 0.02%
+150
138
$6.45K 0.02%
300
139
$6.35K 0.02%
100
140
$6.33K 0.02%
3,870
+3,510
141
$6.14K 0.02%
300
142
$5.83K 0.02%
+2,520
143
$5.03K 0.01%
+1,000
144
$5.02K 0.01%
1,707
145
$4.58K 0.01%
350
146
$4.46K 0.01%
541,149
-70,275
147
$4.29K 0.01%
86,525
+2,625
148
$4.12K 0.01%
26
149
$4.06K 0.01%
2,881
-51
150
$3.66K 0.01%
500
4 5
6
7 8