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
626
$8.93K ﹤0.01%
214
627
$8.84K ﹤0.01%
47
628
$8.7K ﹤0.01%
74
629
$8.63K ﹤0.01%
350
630
$8.6K ﹤0.01%
323
631
$8.41K ﹤0.01%
170
632
$8.4K ﹤0.01%
454
633
$8.27K ﹤0.01%
13
634
$8.22K ﹤0.01%
+155
635
$8.17K ﹤0.01%
13
636
$8.15K ﹤0.01%
43
637
$8.14K ﹤0.01%
127
638
$8.12K ﹤0.01%
704
639
$8.08K ﹤0.01%
2,000
640
$8.03K ﹤0.01%
+550
641
$7.94K ﹤0.01%
500
642
$7.81K ﹤0.01%
158
643
$7.71K ﹤0.01%
500
644
$7.7K ﹤0.01%
134
645
$7.65K ﹤0.01%
100
646
$7.62K ﹤0.01%
2,000
647
$7.56K ﹤0.01%
99
648
$7.46K ﹤0.01%
3,500
+500
649
$7.39K ﹤0.01%
110
650
$7.35K ﹤0.01%
1,250
+850
24 25
26
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