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
$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
State Street Energy Select Sector SPDR ETF
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
176
$149K 0.08%
1,734
177
$147K 0.08%
595
178
$147K 0.08%
3,000
179
$145K 0.08%
2,112
180
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1,500
181
$144K 0.08%
2,800
182
$142K 0.08%
3,250
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183
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184
$138K 0.08%
500
185
$138K 0.08%
1,198
186
$135K 0.07%
2,327
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187
$135K 0.07%
2,600
-16,500
188
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1,418
189
$132K 0.07%
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190
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191
$130K 0.07%
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192
$129K 0.07%
2,216
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193
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194
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195
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762
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196
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2,995
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197
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2,725
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198
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1,450
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199
$121K 0.07%
2,559
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200
$120K 0.07%
2,353
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