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
176
$295K 0.06%
2,610
+25
177
$294K 0.06%
3,627
-192
178
$292K 0.06%
16,850
-5,700
179
$289K 0.06%
998
+380
180
$289K 0.06%
2,832
181
$285K 0.06%
3,211
+3
182
$282K 0.06%
5,616
183
$278K 0.06%
3,678
-4
184
$273K 0.06%
2,740
-247
185
$272K 0.06%
749
186
$271K 0.06%
3,055
187
$268K 0.06%
2,345
188
$268K 0.06%
3,100
-25
189
$257K 0.05%
813
+18
190
$256K 0.05%
450
191
$254K 0.05%
984
192
$254K 0.05%
4,005
193
$250K 0.05%
4,073
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194
$245K 0.05%
9,199
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195
$242K 0.05%
6,152
-290
196
$241K 0.05%
5,000
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197
$239K 0.05%
4,800
+650
198
$237K 0.05%
2,788
199
$230K 0.05%
20,000
-1,200
200
$227K 0.05%
1,248
-16
6 7
8
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