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
201
$1.3K ﹤0.01%
3,448
+55
202
$1.26K ﹤0.01%
95,032
-3,415
203
$1.19K ﹤0.01%
14
-2
204
$1.19K ﹤0.01%
13,216
-295
205
$1.13K ﹤0.01%
15,056
+7,196
206
$968 ﹤0.01%
29,532
-450
207
$962 ﹤0.01%
56,309
+20,019
208
$960 ﹤0.01%
4,582
-115
209
$900 ﹤0.01%
44,177
+2,700
210
$890 ﹤0.01%
1,901
-24
211
– –
0
212
$856 ﹤0.01%
10,220
+97
213
$856 ﹤0.01%
2,643
214
$844 ﹤0.01%
4,096
-69
215
$802 ﹤0.01%
23,293
+1,863
216
$789 ﹤0.01%
9,787
-740
217
$780 ﹤0.01%
10,809
+2,559
218
$739 ﹤0.01%
10,359
219
$716 ﹤0.01%
1,956
+32
220
$677 ﹤0.01%
13,669
+432
221
$675 ﹤0.01%
596
-54
222
$648 ﹤0.01%
7,125
223
$588 ﹤0.01%
16,462
+8,146
224
$587 ﹤0.01%
4,930
-160
225
$574 ﹤0.01%
9,456
-80
7 8
9
10 11