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
151
$7.8K 0.02%
4,100
152
$7.52K 0.02%
800
153
$7.48K 0.02%
549
154
$7.33K 0.02%
3,660
+3,300
155
$6.91K 0.02%
456
+86
156
$6.66K 0.02%
3,920
157
$6.28K 0.01%
100
158
$6.03K 0.01%
142
+15
159
$5.85K 0.01%
100
160
$5.44K 0.01%
1,608
161
$4.86K 0.01%
40,919
+14,819
162
$4.62K 0.01%
2,900
+1,400
163
$4.45K 0.01%
3,023
-58
164
$4.32K 0.01%
+300
165
$4.07K 0.01%
2,150
166
$4.02K 0.01%
800
167
$3.85K 0.01%
635,489
-11,300
168
$3.83K 0.01%
10,218
-7,705
169
$3.76K 0.01%
1,901
+540
170
$3.54K 0.01%
300
171
$3.52K 0.01%
350
172
$3.43K 0.01%
100
173
$3.31K 0.01%
1,591
174
$3.19K 0.01%
850
+250
175
$3.1K 0.01%
500
+200
5 6
7
8 9