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
501
$19.9K ﹤0.01%
300
502
$19.8K ﹤0.01%
256
503
$19.6K ﹤0.01%
950
504
$19.5K ﹤0.01%
92
505
$19.5K ﹤0.01%
279
506
$19.5K ﹤0.01%
241
507
$19.4K ﹤0.01%
260
508
$19.3K ﹤0.01%
330
509
$19.2K ﹤0.01%
578
+1
510
$19.1K ﹤0.01%
823
+343
511
$19K ﹤0.01%
1,301
+1,000
512
$18.9K ﹤0.01%
1,300
513
$18.9K ﹤0.01%
493
514
$18.7K ﹤0.01%
80
515
$18.7K ﹤0.01%
36
516
$18.7K ﹤0.01%
100
517
$18.6K ﹤0.01%
3,000
-500
518
$18.4K ﹤0.01%
1,902
-1,092
519
$18.3K ﹤0.01%
239
520
$18.2K ﹤0.01%
224
521
$17.9K ﹤0.01%
173
522
$17.8K ﹤0.01%
136
523
$17.7K ﹤0.01%
100
524
$17.7K ﹤0.01%
100
525
$17.7K ﹤0.01%
200
19 20
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