WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
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
+$823K
2
+$744K
3
+$582K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$505K
5
FCAL icon
First Trust California Municipal High income ETF
FCAL
+$504K

Top Sells

1
+$1.18M
2
+$1.12M
3
+$1.09M
4
CVS icon
CVS Health
CVS
+$866K
5
AAPL icon
Apple
AAPL
+$759K

Sector Composition

1 Technology 18.11%
2 Healthcare 8.04%
3 Industrials 6.1%
4 Communication Services 5.46%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3.29K ﹤0.01%
11
752
$3.25K ﹤0.01%
+400
753
$3.18K ﹤0.01%
300
754
$3.11K ﹤0.01%
13
755
$3.11K ﹤0.01%
135
756
$3.1K ﹤0.01%
6
757
$3.08K ﹤0.01%
+25
758
$3.04K ﹤0.01%
337
759
$3.03K ﹤0.01%
+25
760
$3.03K ﹤0.01%
228
761
$3.03K ﹤0.01%
100
762
$3.02K ﹤0.01%
21
763
$2.99K ﹤0.01%
300
764
$2.93K ﹤0.01%
1,200
765
$2.9K ﹤0.01%
50
766
$2.85K ﹤0.01%
84
-616
767
$2.85K ﹤0.01%
38
768
$2.84K ﹤0.01%
292
769
$2.83K ﹤0.01%
190
770
$2.83K ﹤0.01%
283
771
$2.8K ﹤0.01%
+30
772
$2.79K ﹤0.01%
12
773
$2.75K ﹤0.01%
22
774
$2.73K ﹤0.01%
47
775
$2.68K ﹤0.01%
20
29 30
31
32 33