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
$37.9M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$244K
2
+$202K
3
+$161K
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$114K
5
AMGN icon
Amgen
AMGN
+$108K

Top Sells

1
+$1.08M
2
+$106K
3
+$70K
4
OXY icon
Occidental Petroleum
OXY
+$63.9K
5
NOC icon
Northrop Grumman
NOC
+$50.3K

Sector Composition

1 Technology 19.45%
2 Industrials 13.32%
3 Consumer Discretionary 7.78%
4 Healthcare 7.73%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$33 ﹤0.01%
130
352
$33 ﹤0.01%
276
+76
353
$33 ﹤0.01%
300
354
$32 ﹤0.01%
+630
355
$32 ﹤0.01%
10,000
356
$31 ﹤0.01%
1,200
+1,100
357
$31 ﹤0.01%
779
-6,500
358
$31 ﹤0.01%
183
359
$30 ﹤0.01%
194
360
$30 ﹤0.01%
590
361
$30 ﹤0.01%
1,510
362
$30 ﹤0.01%
655
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363
$30 ﹤0.01%
1,114
+980
364
$29 ﹤0.01%
1,760
+10
365
$29 ﹤0.01%
638
366
$29 ﹤0.01%
724
367
$28 ﹤0.01%
102
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368
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218
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369
$28 ﹤0.01%
600
370
$28 ﹤0.01%
796
371
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500
372
$28 ﹤0.01%
1,075
373
$28 ﹤0.01%
400
+4
374
$27 ﹤0.01%
150
375
$27 ﹤0.01%
635
13 14
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