WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.9M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$244K
2
+$202K
3
+$161K
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$114K
5
AMGN icon
Amgen
AMGN
+$108K

Top Sells

1
+$1.08M
2
+$106K
3
+$70K
4
OXY icon
Occidental Petroleum
OXY
+$63.9K
5
NOC icon
Northrop Grumman
NOC
+$50.3K

Sector Composition

1 Technology 19.45%
2 Industrials 13.32%
3 Consumer Discretionary 7.78%
4 Healthcare 7.73%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
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702
$0 ﹤0.01%
210
+1
703
$0 ﹤0.01%
30
704
$0 ﹤0.01%
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705
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-5,400
706
– –
-4
707
– –
-75
708
– –
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709
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-48
710
– –
-13,047
711
$0 ﹤0.01%
44
712
$0 ﹤0.01%
500
713
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-500
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