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
826
$1.49K ﹤0.01%
15
827
$1.43K ﹤0.01%
168
828
$1.41K ﹤0.01%
24
829
$1.4K ﹤0.01%
+60
830
$1.36K ﹤0.01%
35
831
$1.36K ﹤0.01%
68
832
$1.32K ﹤0.01%
25
833
$1.27K ﹤0.01%
100
834
$1.26K ﹤0.01%
8
835
$1.26K ﹤0.01%
2
836
$1.25K ﹤0.01%
12
837
$1.23K ﹤0.01%
49
838
$1.22K ﹤0.01%
330
839
$1.18K ﹤0.01%
150
-1,150
840
$1.1K ﹤0.01%
23
841
$1.08K ﹤0.01%
+20
842
$1.08K ﹤0.01%
77
843
$1.06K ﹤0.01%
+39
844
$1.04K ﹤0.01%
380
845
$1.02K ﹤0.01%
167
846
$992 ﹤0.01%
+50
847
$947 ﹤0.01%
28
848
$944 ﹤0.01%
22
849
$915 ﹤0.01%
19
850
$881 ﹤0.01%
5
32 33
34
35 36