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
51
$2.47M 0.52%
43,084
+2,264
52
$2.43M 0.51%
41,280
+4,009
53
$2.36M 0.5%
11,195
-138
54
$2.32M 0.49%
9,637
+10
55
$2.28M 0.48%
10,809
+40
56
$2.24M 0.47%
16,952
-50
57
$2.2M 0.46%
49,083
-15,434
58
$2.06M 0.43%
28,783
+877
59
$2M 0.42%
11,615
-35
60
$1.96M 0.41%
8,048
-20
61
$1.94M 0.41%
12,574
+230
62
$1.85M 0.39%
25,696
+89
63
$1.85M 0.39%
42,042
-500
64
$1.83M 0.38%
35,291
65
$1.74M 0.37%
13,561
-22
66
$1.72M 0.36%
7,090
67
$1.71M 0.36%
4,990
+2
68
$1.69M 0.36%
38,345
-3,704
69
$1.68M 0.35%
34,283
+1,035
70
$1.68M 0.35%
38,477
71
$1.68M 0.35%
45,118
+288
72
$1.64M 0.35%
32,450
+1,550
73
$1.62M 0.34%
3,210
+451
74
$1.62M 0.34%
15,163
-927
75
$1.6M 0.34%
4,797
+5
1 2
3
4 5