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
601
$10.4K ﹤0.01%
+500
602
$10.4K ﹤0.01%
11
603
$10.3K ﹤0.01%
65
604
$10.3K ﹤0.01%
118
605
$10.2K ﹤0.01%
245
-600
606
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600
607
$10.1K ﹤0.01%
989
608
$10K ﹤0.01%
24
609
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130
610
$10K ﹤0.01%
150
611
$9.9K ﹤0.01%
183
612
$9.71K ﹤0.01%
461
613
$9.66K ﹤0.01%
43
614
$9.61K ﹤0.01%
205
615
$9.51K ﹤0.01%
279
616
$9.47K ﹤0.01%
109
617
$9.33K ﹤0.01%
294
618
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125
619
$9.24K ﹤0.01%
180
620
$9.24K ﹤0.01%
31
621
$9.23K ﹤0.01%
350
+100
622
$9.19K ﹤0.01%
+200
623
$9.06K ﹤0.01%
180
624
$9.06K ﹤0.01%
430
625
$9.04K ﹤0.01%
265
23 24
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