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
376
$44.3K 0.01%
785
-20
377
$44K 0.01%
554
378
$43K 0.01%
3,500
379
$42.2K 0.01%
1,300
380
$41.8K 0.01%
300
381
$41.5K 0.01%
1,164
382
$41.5K 0.01%
375
383
$41K 0.01%
+1,867
384
$40.5K 0.01%
+1,667
385
$40.4K 0.01%
840
+300
386
$40.4K 0.01%
517
+1
387
$39.4K 0.01%
660
388
$39.4K 0.01%
907
389
$39.4K 0.01%
300
390
$38.9K 0.01%
300
391
$38.8K 0.01%
330
392
$38.7K 0.01%
2,000
393
$38.6K 0.01%
143
394
$38.4K 0.01%
12
395
$38.1K 0.01%
700
+138
396
$38.1K 0.01%
3,350
-12,900
397
$38.1K 0.01%
574
398
$37.9K 0.01%
167
399
$37.8K 0.01%
+1,834
400
$37.4K 0.01%
700
14 15
16
17 18