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
451
$27.1K 0.01%
560
452
$26.5K 0.01%
200
453
$26.2K 0.01%
200
454
$26.2K 0.01%
288
455
$25.6K 0.01%
300
456
$25.6K 0.01%
700
-300
457
$25.3K 0.01%
1,116
458
$25.3K 0.01%
464
459
$25.2K 0.01%
300
-50
460
$25.2K 0.01%
+828
461
$25.1K 0.01%
154
462
$24.9K 0.01%
324
463
$24.5K 0.01%
600
464
$24.1K 0.01%
18,150
-2,200
465
$24.1K 0.01%
122
466
$24.1K 0.01%
205
467
$23.9K 0.01%
779
468
$23.4K ﹤0.01%
1,000
469
$23.2K ﹤0.01%
44
470
$23.1K ﹤0.01%
165
471
$23K ﹤0.01%
+62
472
$22.9K ﹤0.01%
350
+50
473
$22.7K ﹤0.01%
265
474
$22.7K ﹤0.01%
509
475
$22.5K ﹤0.01%
77
17 18
19
20 21