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
126
$10.5K 0.03%
550
-100
127
$9.75K 0.03%
127
+41
128
$8.53K 0.02%
+75
129
$8.34K 0.02%
+13,100
130
$8.21K 0.02%
400
-100
131
$7.92K 0.02%
13,812
+676
132
$7.91K 0.02%
916
+200
133
$7.89K 0.02%
300
+100
134
$7.82K 0.02%
37,829
-547
135
$7.24K 0.02%
400
136
$7.21K 0.02%
320
137
$6.87K 0.02%
+150
138
$6.45K 0.02%
300
139
$6.35K 0.02%
100
140
$6.33K 0.02%
3,870
+3,510
141
$6.14K 0.02%
300
142
$5.83K 0.02%
+2,520
143
$5.03K 0.01%
+1,000
144
$5.02K 0.01%
1,707
145
$4.58K 0.01%
350
146
$4.46K 0.01%
541,149
-70,275
147
$4.29K 0.01%
86,525
+2,625
148
$4.12K 0.01%
26
149
$4.06K 0.01%
2,881
-51
150
$3.66K 0.01%
500
4 5
6
7 8