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
151
$3.13K 0.01%
1,487
-13
152
$2.89K 0.01%
8,776
-1,168
153
$2.76K 0.01%
11,385
+945
154
$2.57K 0.01%
19,595
+28
155
$2.43K 0.01%
32,595
+1,204
156
$2.4K 0.01%
30,363
-525
157
$2.21K 0.01%
52,750
-2,940
158
$2.16K 0.01%
25,013
-1,102
159
$1.97K 0.01%
14,555
+574
160
$1.86K ﹤0.01%
+520
161
$1.83K ﹤0.01%
28,464
+31
162
$1.81K ﹤0.01%
15,615
+1,913
163
$1.8K ﹤0.01%
14,073
+1,000
164
$1.8K ﹤0.01%
19,118
-1,362
165
$1.79K ﹤0.01%
36,168
+17,446
166
$1.74K ﹤0.01%
14,747
+537
167
$1.63K ﹤0.01%
59,125
+2,900
168
$1.62K ﹤0.01%
6,719
+30
169
$1.6K ﹤0.01%
324
+24
170
$1.48K ﹤0.01%
12,536
171
$1.44K ﹤0.01%
45,465
-4,580
172
$1.42K ﹤0.01%
27,914
+5,170
173
$1.42K ﹤0.01%
5,625
-3,000
174
$1.42K ﹤0.01%
9,301
175
$1.26K ﹤0.01%
80,432
5 6
7
8 9