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
176
$3.06K 0.01%
345,550
+103,330
177
$2.97K 0.01%
10,000
+9,333
178
$2.77K 0.01%
500
179
$2.55K 0.01%
42,015
-915
180
$2.54K 0.01%
30,738
+1,011
181
$2.54K 0.01%
1,100
182
$2.44K 0.01%
26,802
-419
183
$2.34K 0.01%
50
184
$2.31K 0.01%
53,200
+4,665
185
$2.29K 0.01%
520
186
$2.27K 0.01%
9,338
+13
187
$2.09K ﹤0.01%
44,155
+3,935
188
$2K ﹤0.01%
40,200
+8,000
189
$1.94K ﹤0.01%
13,673
-121
190
$1.82K ﹤0.01%
12,409
-428
191
$1.63K ﹤0.01%
6,186
-285
192
$1.62K ﹤0.01%
18,271
-246
193
$1.6K ﹤0.01%
67,645
-3,370
194
$1.52K ﹤0.01%
70,090
+2,625
195
$1.48K ﹤0.01%
324
196
$1.47K ﹤0.01%
276
197
$1.41K ﹤0.01%
2,754
-111
198
$1.41K ﹤0.01%
12,244
-1,209
199
$1.4K ﹤0.01%
27,482
-771
200
$1.3K ﹤0.01%
28,009
+861
6 7
8
9 10