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
676
$5.63K ﹤0.01%
+100
677
$5.57K ﹤0.01%
8
678
$5.56K ﹤0.01%
32
679
$5.55K ﹤0.01%
75
-25
680
$5.51K ﹤0.01%
+100
681
$5.43K ﹤0.01%
179
682
$5.41K ﹤0.01%
225
683
$5.39K ﹤0.01%
111
684
$5.39K ﹤0.01%
500
685
$5.36K ﹤0.01%
422
686
$5.33K ﹤0.01%
25
687
$5.24K ﹤0.01%
13
688
$5.23K ﹤0.01%
92
689
$5.21K ﹤0.01%
11
690
$5.19K ﹤0.01%
90
+1
691
$5.17K ﹤0.01%
109
692
$5.15K ﹤0.01%
200
693
$5.06K ﹤0.01%
600
-375
694
$4.97K ﹤0.01%
1
695
$4.89K ﹤0.01%
140
696
$4.77K ﹤0.01%
200
697
$4.75K ﹤0.01%
200
698
$4.74K ﹤0.01%
25
699
$4.7K ﹤0.01%
9
700
$4.65K ﹤0.01%
600
26 27
28
29 30