WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.9M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1 +$244K
2 +$202K
3 +$161K
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$114K
5
AMGN icon
Amgen
AMGN
+$108K

Top Sells

1 +$1.08M
2 +$106K
3 +$70K
4
OXY icon
Occidental Petroleum
OXY
+$63.9K
5
NOC icon
Northrop Grumman
NOC
+$50.3K

Sector Composition

1 Technology 19.45%
2 Industrials 13.32%
3 Consumer Discretionary 7.78%
4 Healthcare 7.73%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$7 ﹤0.01%
87
552
$6 ﹤0.01%
30
553
$6 ﹤0.01%
294
554
$6 ﹤0.01%
97
555
$6 ﹤0.01%
100
556
$6 ﹤0.01%
59
557
$6 ﹤0.01%
350
558
$6 ﹤0.01%
50
559
$6 ﹤0.01%
+100
560
$6 ﹤0.01%
100
561
$6 ﹤0.01%
268
+152
562
$6 ﹤0.01%
225
563
$6 ﹤0.01%
101
564
$6 ﹤0.01%
130
565
$5 ﹤0.01%
+100
566
$5 ﹤0.01%
26
567
$5 ﹤0.01%
50
568
$5 ﹤0.01%
+214
569
$5 ﹤0.01%
92
570
$5 ﹤0.01%
+104
571
$5 ﹤0.01%
+107
572
$5 ﹤0.01%
103
+1
573
$5 ﹤0.01%
+125
574
$5 ﹤0.01%
20
575
$5 ﹤0.01%
+158