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

Top Buys

1
+$823K
2
+$744K
3
+$582K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$505K
5
FCAL icon
First Trust California Municipal High income ETF
FCAL
+$504K

Top Sells

1
+$1.18M
2
+$1.12M
3
+$1.09M
4
CVS icon
CVS Health
CVS
+$866K
5
AAPL icon
Apple
AAPL
+$759K

Sector Composition

1 Technology 18.11%
2 Healthcare 8.04%
3 Industrials 6.1%
4 Communication Services 5.46%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$65.1K 0.01%
1,838
327
$64.9K 0.01%
1,955
328
$63.7K 0.01%
344
329
$63.7K 0.01%
998
330
$63.4K 0.01%
50
331
$62.2K 0.01%
425
332
$60.7K 0.01%
803
-397
333
$60.7K 0.01%
3,308
-3,910
334
$60.4K 0.01%
265
335
$60.3K 0.01%
1,000
336
$60.3K 0.01%
1,296
337
$59.7K 0.01%
+206
338
$59.3K 0.01%
940
339
$58.5K 0.01%
1,978
+167
340
$58.3K 0.01%
540
341
$58.2K 0.01%
145
342
$58.1K 0.01%
2,248
343
$58.1K 0.01%
300
344
$57.4K 0.01%
500
345
$56.9K 0.01%
4,700
346
$56.4K 0.01%
1,103
347
$55.8K 0.01%
625
348
$54.7K 0.01%
3,000
349
$54.4K 0.01%
857
350
$54.1K 0.01%
1,081
-200
12 13
14
15 16