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
$475M
AUM Growth
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,051
New
Increased
Reduced
Closed

Top Buys

1
+$815K
2
+$743K
3
+$577K
4
FCAL icon
First Trust California Municipal High income ETF
FCAL
+$499K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$480K

Top Sells

1
+$1.13M
2
+$1.12M
3
+$1.04M
4
AAPL icon
Apple
AAPL
+$807K
5
CVS icon
CVS Health
CVS
+$693K

Sector Composition

1 Technology 18.13%
2 Healthcare 8.04%
3 Industrials 6.09%
4 Communication Services 5.46%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$81.9K 0.02%
760
+89
302
$81.8K 0.02%
1,800
+475
303
$81.2K 0.02%
35,000
304
$81.2K 0.02%
308
-9
305
$80.3K 0.02%
800
306
$79.7K 0.02%
1,973
+100
307
$77.3K 0.02%
2,458
308
$77K 0.02%
7,915
+6,400
309
$76.8K 0.02%
1,555
+1,075
310
$76.2K 0.02%
241
311
$76K 0.02%
306
312
$75.5K 0.02%
3,000
313
$74.8K 0.02%
568
-205
314
$74.1K 0.02%
737
315
$73.1K 0.02%
203
316
$72.6K 0.02%
617
+17
317
$72.3K 0.02%
550
-100
318
$72.3K 0.02%
1,174
319
$71.6K 0.02%
346
320
$71.3K 0.02%
400
321
$70K 0.01%
662
-55
322
$68K 0.01%
331
-20
323
$66.5K 0.01%
2,625
324
$65.7K 0.01%
2,221
+100
325
$65.7K 0.01%
198
11 12
13
14 15