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
101
$23.3K 0.06%
2,600
+2,200
102
$23.3K 0.06%
1,000
-100
103
$23.1K 0.06%
1,309
+1,009
104
$22.8K 0.06%
1,388
+300
105
$20.8K 0.06%
16,155
-1,655
106
$19.5K 0.05%
200
107
$18.9K 0.05%
4,100
-1,400
108
$18.9K 0.05%
136
-10
109
$18.2K 0.05%
345
+225
110
$17.7K 0.05%
3,918
+800
111
$17.6K 0.05%
2,887
+301
112
$17.4K 0.05%
+386
113
$16.9K 0.04%
+12
114
$16.4K 0.04%
2,956
+134
115
$16K 0.04%
600
+100
116
$16K 0.04%
+210
117
$15.7K 0.04%
+945
118
$14.9K 0.04%
1,431
-450
119
$12.8K 0.03%
+52
120
$12.7K 0.03%
3,650
-100
121
$11.5K 0.03%
+500
122
$11.3K 0.03%
968
+854
123
$10.9K 0.03%
326
+50
124
$10.7K 0.03%
2,100
-400
125
$10.7K 0.03%
1,837
-350
3 4
5
6 7