WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.9M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$244K
2
+$202K
3
+$161K
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$114K
5
AMGN icon
Amgen
AMGN
+$108K

Top Sells

1
+$1.08M
2
+$106K
3
+$70K
4
OXY icon
Occidental Petroleum
OXY
+$63.9K
5
NOC icon
Northrop Grumman
NOC
+$50.3K

Sector Composition

1 Technology 19.45%
2 Industrials 13.32%
3 Consumer Discretionary 7.78%
4 Healthcare 7.73%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$48.1K 0.13%
290
-130
77
$47.9K 0.13%
+2,500
78
$47.8K 0.13%
450
79
$45.5K 0.12%
10,137
+275
80
$44.3K 0.12%
9,335
-2,750
81
$44K 0.12%
25,441
+538
82
$43.7K 0.12%
7,797
-1,397
83
$43.5K 0.11%
2,736
-1,217
84
$42.6K 0.11%
1,380
+690
85
$41.9K 0.11%
310
+80
86
$40.1K 0.11%
1,265
-380
87
$36.4K 0.1%
1,775
-15
88
$35.4K 0.09%
450
-100
89
$33.9K 0.09%
2,478
+123
90
$31.9K 0.08%
2,800
-2,600
91
$31K 0.08%
5,650
-1,000
92
$29.6K 0.08%
2,810
+2,510
93
$29.2K 0.08%
3,350
-4,300
94
$27.9K 0.07%
272,315
-17,300
95
$27.8K 0.07%
3,760
+2,080
96
$27.1K 0.07%
1,200
-4,700
97
$26.5K 0.07%
2,500
-2,200
98
$26.4K 0.07%
+408
99
$26.1K 0.07%
+356
100
$25.2K 0.07%
1,350
-50
2 3
4
5 6