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
$391M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
897
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.31M
3
+$889K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$749K
5
HROW icon
Harrow
HROW
+$597K

Top Sells

1
+$936K
2
+$722K
3
+$645K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$571K
5
BABA icon
Alibaba
BABA
+$376K

Sector Composition

1 Technology 17.99%
2 Healthcare 8.27%
3 Industrials 7.02%
4 Communication Services 4.97%
5 Consumer Discretionary 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$146K 0.04%
2,407
227
$144K 0.04%
917
-29
228
$144K 0.04%
2,880
+1,880
229
$137K 0.04%
2,155
-150
230
$132K 0.03%
1,000
231
$131K 0.03%
719
232
$130K 0.03%
693
233
$130K 0.03%
7,218
234
$129K 0.03%
2,119
+2
235
$127K 0.03%
2,502
236
$126K 0.03%
+550
237
$124K 0.03%
875
+25
238
$121K 0.03%
738
239
$119K 0.03%
2,353
240
$119K 0.03%
3,697
241
$118K 0.03%
820
+200
242
$117K 0.03%
1,210
243
$116K 0.03%
3,729
-4,373
244
$116K 0.03%
2,663
+1
245
$116K 0.03%
1,000
246
$113K 0.03%
430
247
$112K 0.03%
1,894
248
$112K 0.03%
821
249
$109K 0.03%
900
-21
250
$109K 0.03%
1,337
8 9
10
11 12