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
776
$2.66K ﹤0.01%
18
777
$2.6K ﹤0.01%
+135
778
$2.6K ﹤0.01%
100
779
$2.56K ﹤0.01%
38
+13
780
$2.55K ﹤0.01%
700
781
$2.53K ﹤0.01%
30
782
$2.51K ﹤0.01%
7
783
$2.49K ﹤0.01%
100
784
$2.49K ﹤0.01%
41
785
$2.47K ﹤0.01%
30
786
$2.47K ﹤0.01%
14
787
$2.43K ﹤0.01%
10
788
$2.34K ﹤0.01%
16
789
$2.31K ﹤0.01%
200
790
$2.31K ﹤0.01%
40
791
$2.29K ﹤0.01%
28
792
$2.29K ﹤0.01%
29
793
$2.25K ﹤0.01%
48
794
$2.21K ﹤0.01%
104
795
$2.21K ﹤0.01%
97
796
$2.19K ﹤0.01%
9
797
$2.16K ﹤0.01%
8
798
$2.14K ﹤0.01%
29
799
$2.1K ﹤0.01%
10
800
$2.05K ﹤0.01%
225
30 31
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