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
476
$22.2K ﹤0.01%
300
477
$22.2K ﹤0.01%
5,900
+700
478
$22K ﹤0.01%
76
479
$22K ﹤0.01%
700
480
$21.9K ﹤0.01%
199
481
$21.8K ﹤0.01%
248
+148
482
$21.5K ﹤0.01%
400
483
$21.4K ﹤0.01%
150
484
$21.4K ﹤0.01%
88
485
$21.4K ﹤0.01%
395
486
$21.3K ﹤0.01%
303
+3
487
$21.3K ﹤0.01%
1,000
488
$21.1K ﹤0.01%
300
489
$21.1K ﹤0.01%
355
490
$21.1K ﹤0.01%
400
491
$20.8K ﹤0.01%
505
492
$20.8K ﹤0.01%
160
493
$20.7K ﹤0.01%
400
494
$20.6K ﹤0.01%
228
495
$20.6K ﹤0.01%
549
+4
496
$20.5K ﹤0.01%
264
-37
497
$20.3K ﹤0.01%
640
498
$20.2K ﹤0.01%
227
499
$20.1K ﹤0.01%
277
500
$20K ﹤0.01%
700
18 19
20
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