WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
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
+$1.27M
2
+$853K
3
+$557K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$397K
5
TPC
Tutor Perini Cor
TPC
+$300K

Top Sells

1
+$562K
2
+$265K
3
+$264K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$175K
5
USO icon
United States Oil Fund
USO
+$168K

Sector Composition

1 Technology 12.84%
2 Industrials 11.21%
3 Healthcare 10.92%
4 Consumer Discretionary 4.67%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.85M 5.34%
80,891
+595
2
$8.49M 5.13%
64,873
+3,033
3
$8.15M 4.92%
127,091
+13,296
4
$6.44M 3.89%
21,908
5
$6.23M 3.76%
160,028
-836
6
$4.41M 2.66%
46,272
-959
7
$3.45M 2.08%
50,513
+18,670
8
$3.12M 1.89%
25,596
+1,159
9
$3.04M 1.84%
20,613
+781
10
$3.01M 1.82%
36,721
-357
11
$2.98M 1.8%
67,331
+1,459
12
$2.56M 1.54%
30,331
+2,375
13
$1.93M 1.17%
13,310
14
$1.86M 1.13%
13,386
-48
15
$1.74M 1.05%
35,700
-100
16
$1.73M 1.04%
9,332
-9
17
$1.7M 1.03%
22,278
+273
18
$1.68M 1.02%
64,165
+112
19
$1.62M 0.98%
56,280
+10,425
20
$1.51M 0.91%
8,771
-117
21
$1.49M 0.9%
30,020
+2,880
22
$1.43M 0.86%
25,262
+360
23
$1.35M 0.81%
6,096
-97
24
$1.3M 0.78%
39,721
25
$1.27M 0.77%
25,700
+540
1
2 3 4 5