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
701
$4.62K ﹤0.01%
200
702
$4.59K ﹤0.01%
200
703
$4.57K ﹤0.01%
50
704
$4.55K ﹤0.01%
142
705
$4.54K ﹤0.01%
1,210
706
$4.5K ﹤0.01%
50
+10
707
$4.46K ﹤0.01%
66
-426
708
$4.45K ﹤0.01%
500
709
$4.33K ﹤0.01%
95
710
$4.32K ﹤0.01%
100
711
$4.24K ﹤0.01%
1,000
-500
712
$4.23K ﹤0.01%
450
713
$4.22K ﹤0.01%
26
714
$4.22K ﹤0.01%
334
715
$4.18K ﹤0.01%
214
716
$4.17K ﹤0.01%
60
717
$4.13K ﹤0.01%
10
718
$4.11K ﹤0.01%
40
719
$4.03K ﹤0.01%
22
720
$4.03K ﹤0.01%
+240
721
$4K ﹤0.01%
31
722
$3.98K ﹤0.01%
200
723
$3.92K ﹤0.01%
198
724
$3.88K ﹤0.01%
+25
725
$3.87K ﹤0.01%
300
27 28
29
30 31