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
$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
Energy Select Sector SPDR Fund
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
1
$10.6M 5.84%
163,992
+11,822
2
$9.48M 5.21%
71,493
-525
3
$8.56M 4.7%
80,087
+3,343
4
$7.49M 4.11%
21,668
-240
5
$6.77M 3.72%
162,464
+236
6
$4.64M 2.55%
46,960
+838
7
$3.68M 2.02%
79,548
+4,881
8
$3.43M 1.88%
22,044
+1,091
9
$3.4M 1.87%
26,717
+221
10
$3.14M 1.72%
47,520
-2,621
11
$2.87M 1.57%
39,173
-368
12
$2.56M 1.41%
30,713
-190
13
$2.5M 1.37%
50,079
+26,413
14
$2.14M 1.17%
13,874
+100
15
$2.12M 1.17%
78,753
+9,683
16
$2.03M 1.12%
35,450
+3,481
17
$1.99M 1.1%
22,535
+146
18
$1.77M 0.97%
35,140
-200
19
$1.69M 0.93%
24,580
-720
20
$1.64M 0.9%
9,879
-68
21
$1.6M 0.88%
11,169
+1,798
22
$1.51M 0.83%
25,442
+30
23
$1.5M 0.82%
68,770
+8,010
24
$1.48M 0.81%
12,103
-119
25
$1.47M 0.81%
29,060
-800
1
2 3 4 5