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
$166M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$832K
3
+$559K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$384K
5
VXX
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
+$335K

Top Sells

1
+$562K
2
+$265K
3
+$264K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$250K
5
USO icon
United States Oil Fund
USO
+$165K

Sector Composition

1 Technology 12.06%
2 Industrials 11.99%
3 Healthcare 10.92%
4 Consumer Discretionary 4.67%
5 Communication Services 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$97.3K 0.06%
1,984
+2
202
$96.7K 0.06%
+2,600
203
$95.9K 0.06%
802
+29
204
$95.2K 0.06%
1,094
205
$94.3K 0.06%
1,600
206
$94.2K 0.06%
1,313
207
$93.9K 0.06%
1,325
208
$93.5K 0.06%
1,209
209
$93.4K 0.06%
1,343
-25
210
$92.3K 0.06%
280
211
$89.8K 0.05%
708
212
$88.3K 0.05%
2,432
213
$88.3K 0.05%
3,575
+400
214
$85.6K 0.05%
767
-356
215
$84.9K 0.05%
2,700
-867
216
$84.4K 0.05%
5,850
217
$84.1K 0.05%
1,525
-761
218
$83.1K 0.05%
3,588
+900
219
$82.9K 0.05%
3,061
220
$82.4K 0.05%
5,400
221
$82.3K 0.05%
3,118
+50
222
$81.2K 0.05%
1,500
223
$79.3K 0.05%
3,000
224
$78.9K 0.05%
2,000
225
$78.4K 0.05%
721
7 8
9
10 11