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
801
$2.03K ﹤0.01%
1,600
802
$2.03K ﹤0.01%
9
803
$2.01K ﹤0.01%
75
804
$2.01K ﹤0.01%
21
805
$2K ﹤0.01%
300
806
$1.99K ﹤0.01%
150
807
$1.98K ﹤0.01%
+675
808
$1.97K ﹤0.01%
1,550
809
$1.95K ﹤0.01%
22
-50
810
$1.93K ﹤0.01%
10
811
$1.92K ﹤0.01%
17
812
$1.89K ﹤0.01%
100
813
$1.84K ﹤0.01%
80
814
$1.78K ﹤0.01%
+9
815
$1.73K ﹤0.01%
+50
816
$1.66K ﹤0.01%
1,250
817
$1.66K ﹤0.01%
125
818
$1.63K ﹤0.01%
+10
819
$1.62K ﹤0.01%
21
820
$1.62K ﹤0.01%
20
821
$1.62K ﹤0.01%
400
822
$1.6K ﹤0.01%
200
-150
823
$1.6K ﹤0.01%
1,033
824
$1.59K ﹤0.01%
90
825
$1.5K ﹤0.01%
+7
31 32
33
34 35