WIM

Westside Investment Management Portfolio holdings

AUM $626M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
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
176
$129K 0.08%
1,793
177
$127K 0.08%
2,394
-292
178
$123K 0.07%
5,000
179
$122K 0.07%
1,638
180
$120K 0.07%
2,353
181
$119K 0.07%
4,000
-2,000
182
$119K 0.07%
2,427
183
$118K 0.07%
885
184
$117K 0.07%
2,111
-54
185
$117K 0.07%
5,675
186
$117K 0.07%
738
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187
$115K 0.07%
1,198
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188
$115K 0.07%
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189
$108K 0.07%
3,200
190
$108K 0.07%
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191
$108K 0.06%
+3,000
192
$107K 0.06%
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193
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194
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195
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2,960
196
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5,905
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197
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198
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199
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4,395
200
$99.1K 0.06%
3,427
+2
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