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
151
$441K 0.09%
818
-88
152
$439K 0.09%
3,700
153
$429K 0.09%
1,500
154
$425K 0.09%
7,506
+6
155
$421K 0.09%
3,917
-417
156
$420K 0.09%
89,975
+18,660
157
$413K 0.09%
2,000
158
$403K 0.09%
3,350
159
$400K 0.08%
2,795
+450
160
$394K 0.08%
5,715
-88
161
$393K 0.08%
19,849
+620
162
$386K 0.08%
4,176
-199
163
$381K 0.08%
2,505
+244
164
$370K 0.08%
3,201
-300
165
$368K 0.08%
13,862
-146
166
$365K 0.08%
6,171
167
$353K 0.07%
15,887
+7,464
168
$337K 0.07%
12,053
-200
169
$328K 0.07%
5,271
+888
170
$325K 0.07%
1,231
+40
171
$315K 0.07%
15,500
+4,000
172
$314K 0.07%
3,000
173
$314K 0.07%
9,248
-1,672
174
$308K 0.06%
8,087
+220
175
$303K 0.06%
1,351
5 6
7
8 9