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
526
$17.4K ﹤0.01%
600
527
$17.3K ﹤0.01%
458
-199
528
$17K ﹤0.01%
105
529
$16.8K ﹤0.01%
92
+69
530
$16.8K ﹤0.01%
260
531
$16.5K ﹤0.01%
363
532
$16.3K ﹤0.01%
100
533
$16.3K ﹤0.01%
150
534
$16.3K ﹤0.01%
44
535
$16.2K ﹤0.01%
300
536
$16.2K ﹤0.01%
405
-150
537
$16.2K ﹤0.01%
1,548
+3
538
$15.9K ﹤0.01%
213
539
$15.9K ﹤0.01%
475
540
$15.8K ﹤0.01%
1,865
541
$15.8K ﹤0.01%
549
542
$15.6K ﹤0.01%
84
543
$15.5K ﹤0.01%
346
544
$15.5K ﹤0.01%
100
545
$15.5K ﹤0.01%
750
-4,875
546
$15.3K ﹤0.01%
775
547
$15.3K ﹤0.01%
145
548
$15.3K ﹤0.01%
145
549
$15.1K ﹤0.01%
155
550
$14.8K ﹤0.01%
200
20 21
22
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