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
576
$12.4K ﹤0.01%
614
577
$12.4K ﹤0.01%
100
578
$12.4K ﹤0.01%
161
579
$12.2K ﹤0.01%
162
-225
580
$12K ﹤0.01%
550
-75
581
$11.9K ﹤0.01%
82
582
$11.9K ﹤0.01%
400
583
$11.8K ﹤0.01%
126
584
$11.6K ﹤0.01%
24
585
$11.6K ﹤0.01%
1,200
586
$11.6K ﹤0.01%
203
-253
587
$11.5K ﹤0.01%
100
588
$11.5K ﹤0.01%
1,000
+500
589
$11.5K ﹤0.01%
200
590
$11.4K ﹤0.01%
100
591
$11.3K ﹤0.01%
210
592
$11.2K ﹤0.01%
420
-180
593
$11.1K ﹤0.01%
1,049
+40
594
$11.1K ﹤0.01%
39
595
$10.9K ﹤0.01%
21
596
$10.8K ﹤0.01%
170
597
$10.8K ﹤0.01%
100
598
$10.6K ﹤0.01%
+1,020
599
$10.5K ﹤0.01%
400
600
$10.5K ﹤0.01%
250
22 23
24
25 26