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
851
$867 ﹤0.01%
18
852
$865 ﹤0.01%
50
853
$844 ﹤0.01%
10
854
$787 ﹤0.01%
100
855
$786 ﹤0.01%
24
856
$626 ﹤0.01%
62
857
$531 ﹤0.01%
15
858
$518 ﹤0.01%
+50
859
$514 ﹤0.01%
67
-333
860
$487 ﹤0.01%
62
861
$462 ﹤0.01%
7
862
$354 ﹤0.01%
35
863
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$321 ﹤0.01%
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865
$306 ﹤0.01%
36
866
$276 ﹤0.01%
12
867
$248 ﹤0.01%
46
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868
$248 ﹤0.01%
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869
$243 ﹤0.01%
42
870
$229 ﹤0.01%
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871
$224 ﹤0.01%
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-34
872
$223 ﹤0.01%
42
873
$140 ﹤0.01%
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874
$122 ﹤0.01%
8
875
$84 ﹤0.01%
94
33 34
35
36 37