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
201
$119K 0.07%
8,000
202
$118K 0.06%
880
203
$116K 0.06%
6,894
204
$116K 0.06%
2,000
205
$115K 0.06%
850
206
$114K 0.06%
2,534
207
$111K 0.06%
4,000
+1,000
208
$107K 0.06%
1,552
-48
209
$105K 0.06%
2,116
210
$103K 0.06%
3,160
+460
211
$103K 0.06%
2,038
212
$102K 0.06%
2,175
+1,110
213
$102K 0.06%
5,937
+13
214
$102K 0.06%
2,126
+4
215
$99.2K 0.05%
3,200
216
$96.6K 0.05%
1,601
217
$95.1K 0.05%
2,960
218
$94.8K 0.05%
6,000
219
$94K 0.05%
708
220
$93.4K 0.05%
280
221
$93.2K 0.05%
2,661
222
$92.1K 0.05%
3,575
223
$92K 0.05%
2,432
224
$89.7K 0.05%
1,313
225
$88.2K 0.05%
5,850
7 8
9
10 11