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
726
$3.86K ﹤0.01%
600
727
$3.84K ﹤0.01%
76
728
$3.76K ﹤0.01%
500
729
$3.75K ﹤0.01%
50
730
$3.74K ﹤0.01%
11
731
$3.71K ﹤0.01%
26
732
$3.68K ﹤0.01%
1,300
733
$3.66K ﹤0.01%
92
734
$3.65K ﹤0.01%
100
735
$3.58K ﹤0.01%
+100
736
$3.56K ﹤0.01%
45
737
$3.55K ﹤0.01%
6
738
$3.53K ﹤0.01%
25
739
$3.53K ﹤0.01%
13
740
$3.52K ﹤0.01%
+65
741
$3.5K ﹤0.01%
50
-50
742
$3.48K ﹤0.01%
+40
743
$3.47K ﹤0.01%
38
744
$3.45K ﹤0.01%
28
745
$3.4K ﹤0.01%
900
746
$3.4K ﹤0.01%
2
747
$3.4K ﹤0.01%
150
-100
748
$3.37K ﹤0.01%
34
749
$3.32K ﹤0.01%
2,000
750
$3.31K ﹤0.01%
7
28 29
30
31 32