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
$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
Energy Select Sector SPDR Fund
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
151
$205K 0.11%
1,182
+42
152
$200K 0.11%
13,700
153
$195K 0.11%
+2,630
154
$194K 0.11%
4,705
-499
155
$192K 0.11%
4,000
-700
156
$189K 0.1%
68,900
157
$189K 0.1%
2,664
+60
158
$185K 0.1%
3,200
159
$180K 0.1%
1,922
+90
160
$180K 0.1%
1,520
-100
161
$178K 0.1%
1,342
162
$176K 0.1%
1,500
+1,200
163
$175K 0.1%
1,008
164
$173K 0.09%
2,968
-1,628
165
$173K 0.09%
1,844
+4
166
$171K 0.09%
2,666
167
$170K 0.09%
10,442
168
$168K 0.09%
2,892
169
$168K 0.09%
6,337
-1,190
170
$164K 0.09%
3,230
171
$161K 0.09%
4,082
+31
172
$160K 0.09%
5,720
-650
173
$157K 0.09%
5,400
+1,200
174
$156K 0.09%
381
175
$152K 0.08%
1,515
-25
5 6
7
8 9