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
126
$17.5K 0.04%
+2,574
127
$17K 0.04%
386
128
$17K 0.04%
4,107
129
$16.8K 0.04%
15,874
+90
130
$16.6K 0.04%
1,611
131
$16.6K 0.04%
1,728
132
$15.9K 0.04%
5,325
+383
133
$15.6K 0.04%
40
134
$14.9K 0.03%
1,075
135
$14.2K 0.03%
1,320
136
$13.5K 0.03%
1,790
+10
137
$12.2K 0.03%
4,000
138
$11.2K 0.03%
2,000
139
$11.1K 0.03%
968
140
$10.6K 0.02%
260
-60
141
$10.5K 0.02%
111
-16
142
$10.3K 0.02%
197,664
+20,144
143
$10K 0.02%
26,550
+4,500
144
$9.97K 0.02%
75
145
$9.95K 0.02%
893
-133
146
$9.91K 0.02%
22,830
+22,580
147
$9.13K 0.02%
48,422
+4,129
148
$8.99K 0.02%
1,040
+200
149
$8.92K 0.02%
600
150
$8.37K 0.02%
64,820
+9,550
4 5
6
7 8