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
351
$53.6K 0.01%
243
352
$53.2K 0.01%
1,140
353
$52.3K 0.01%
1,300
354
$52.1K 0.01%
431
355
$51.9K 0.01%
2,895
356
$51.7K 0.01%
2,069
357
$50.8K 0.01%
3,300
-200
358
$50.3K 0.01%
460
359
$50.3K 0.01%
219
360
$49.8K 0.01%
500
-20
361
$49.7K 0.01%
246
+1
362
$49.4K 0.01%
766
+4
363
$49.4K 0.01%
840
364
$48.9K 0.01%
139
365
$48.7K 0.01%
480
366
$48.4K 0.01%
800
367
$47.6K 0.01%
1,475
+850
368
$47.2K 0.01%
562
369
$46.7K 0.01%
1,200
370
$46.2K 0.01%
600
371
$46.1K 0.01%
803
372
$45.8K 0.01%
834
373
$45.3K 0.01%
130
374
$45.1K 0.01%
500
375
$44.4K 0.01%
230
13 14
15
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