WIM
SECT icon

Westside Investment Management’s Main Sector Rotation ETF SECT Stock Holding History

Westside Investment Management’s Portfolio SECT Stock Details SECT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$50.4K Hold
834
– – 0.01% 565
2025
Q4 		$53.8K Hold
834
– – 0.01% 525
2025
Q3 		$52.6K Hold
834
– – 0.01% 524
2025
Q2 		$48.4K Hold
834
– – 0.01% 462
2025
Q1 		$42.6K Hold
834
– – 0.01% 424
2024
Q4 		$45.8K Hold
834
– – 0.01% 420
2024
Q3 		$44.8K Hold
834
– – 0.01% 419
2024
Q2 		$42.6K Hold
834
– – 0.01% 407
2024
Q1 		$42K Hold
834
– – 0.01% 399
2023
Q4 		$38.8K Hold
834
– – 0.01% 392
2023
Q3 		$35.1K Hold
834
– – 0.01% 390
2023
Q2 		$35.9K Buy
+834
New +$34.4K 0.01% 397

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LPL Financial
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Envestnet Asset Management
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PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return