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
151
$173K 0.1%
1,837
+2
152
$172K 0.1%
381
-32
153
$171K 0.1%
3,132
+1,760
154
$164K 0.1%
5,510
+1,640
155
$161K 0.1%
1,849
+104
156
$161K 0.1%
9,120
+200
157
$160K 0.1%
2,550
158
$160K 0.1%
2,134
-12
159
$156K 0.09%
1,500
160
$156K 0.09%
3,099
+2,589
161
$153K 0.09%
2,808
162
$152K 0.09%
2,216
+265
163
$151K 0.09%
1,008
164
$150K 0.09%
+2,800
165
$144K 0.09%
1,569
+33
166
$142K 0.09%
3,479
167
$141K 0.09%
3,627
168
$141K 0.09%
3,000
169
$140K 0.08%
1,528
-24
170
$138K 0.08%
1,425
171
$137K 0.08%
2,666
+486
172
$136K 0.08%
2,858
173
$134K 0.08%
1,748
174
$134K 0.08%
550
+450
175
$132K 0.08%
1,418
5 6
7
8 9