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
$45.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$42.5M
2
+$11.1M
3
+$10.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.19M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 79.93%
2 Industrials 6.59%
3 Communication Services 2.37%
4 Consumer Discretionary 2.34%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$156 ﹤0.01%
+3,325
202
$156 ﹤0.01%
+3,190
203
$154 ﹤0.01%
+1,569
204
$148 ﹤0.01%
+2,258
205
$148 ﹤0.01%
+1,200
206
$147 ﹤0.01%
+1,282
207
$146 ﹤0.01%
+39,400
208
$143 ﹤0.01%
+1,850
209
$143 ﹤0.01%
+830
210
$143 ﹤0.01%
+7,850
211
$141 ﹤0.01%
+2,327
212
$141 ﹤0.01%
+1,518
213
$140 ﹤0.01%
+2,687
214
$140 ﹤0.01%
+2,752
215
$139 ﹤0.01%
+2,000
216
$130 ﹤0.01%
+1,259
217
$130 ﹤0.01%
+2,625
218
$129 ﹤0.01%
+4,340
219
$125 ﹤0.01%
+3,000
220
$125 ﹤0.01%
+2,960
221
$121 ﹤0.01%
+2,450
222
$120 ﹤0.01%
+808
223
$119 ﹤0.01%
+2,353
224
$118 ﹤0.01%
+825
225
$115 ﹤0.01%
+905
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