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
651
$7.28K ﹤0.01%
100
652
$7.27K ﹤0.01%
3,600
+1,000
653
$7.27K ﹤0.01%
302
654
$7.24K ﹤0.01%
104
655
$7.2K ﹤0.01%
85
656
$7.11K ﹤0.01%
77
657
$6.94K ﹤0.01%
85
-50
658
$6.89K ﹤0.01%
59
659
$6.83K ﹤0.01%
100
660
$6.77K ﹤0.01%
+100
661
$6.74K ﹤0.01%
180
662
$6.67K ﹤0.01%
180
663
$6.53K ﹤0.01%
100
664
$6.5K ﹤0.01%
162
665
$6.39K ﹤0.01%
107
666
$6.39K ﹤0.01%
200
667
$6.37K ﹤0.01%
30
668
$6.23K ﹤0.01%
3,100
+500
669
$6.18K ﹤0.01%
56
670
$6.04K ﹤0.01%
485
671
$5.98K ﹤0.01%
12
672
$5.95K ﹤0.01%
508
673
$5.87K ﹤0.01%
804
674
$5.84K ﹤0.01%
400
675
$5.79K ﹤0.01%
65
25 26
27
28 29