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
76
$1.6M 0.34%
14,363
+108
77
$1.55M 0.33%
15,551
+3,086
78
$1.52M 0.32%
51,790
79
$1.52M 0.32%
1,963
-105
80
$1.48M 0.31%
18,826
-41
81
$1.48M 0.31%
18,474
+890
82
$1.46M 0.31%
3,215
-76
83
$1.46M 0.31%
30,733
-3,413
84
$1.45M 0.31%
20,552
+247
85
$1.44M 0.3%
6,026
+141
86
$1.43M 0.3%
123,512
+7,812
87
$1.43M 0.3%
16,785
+73
88
$1.43M 0.3%
5,173
+248
89
$1.39M 0.29%
4,049
-173
90
$1.38M 0.29%
4,908
+49
91
$1.37M 0.29%
2,963
+6
92
$1.35M 0.29%
26,099
+2,966
93
$1.33M 0.28%
62,523
+475
94
$1.32M 0.28%
73,828
+18,232
95
$1.32M 0.28%
27,406
-267
96
$1.26M 0.27%
13,981
-700
97
$1.2M 0.25%
14,273
-629
98
$1.18M 0.25%
30,559
-300
99
$1.18M 0.25%
13,738
+662
100
$1.14M 0.24%
66,735
+152
2 3
4
5 6