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
$354M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.65M
3
+$999K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$980K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$614K

Top Sells

1
+$1.8M
2
+$1.72M
3
+$986K
4
GLD icon
SPDR Gold Trust
GLD
+$953K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$854K

Sector Composition

1 Technology 17.57%
2 Healthcare 8.49%
3 Industrials 6.87%
4 Communication Services 4.92%
5 Consumer Discretionary 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$99.1K 0.03%
2,760
252
$98.8K 0.03%
738
253
$98K 0.03%
538
-125
254
$97.6K 0.03%
1,200
255
$96.5K 0.03%
2,665
256
$95.9K 0.03%
885
257
$95.7K 0.03%
170
258
$95.5K 0.03%
1,000
259
$94.8K 0.03%
3,000
260
$92.8K 0.03%
2,313
-4,699
261
$91.3K 0.03%
2,502
262
$90.9K 0.03%
2,793
263
$86.8K 0.02%
2,950
264
$85.5K 0.02%
200
265
$85.2K 0.02%
1,511
+1
266
$83.2K 0.02%
370
267
$83K 0.02%
773
268
$82.6K 0.02%
2,220
-100
269
$80.6K 0.02%
250
270
$80.2K 0.02%
2,288
271
$78.3K 0.02%
4,500
272
$76.9K 0.02%
1,444
273
$76.5K 0.02%
252
274
$75.7K 0.02%
1,000
275
$75.6K 0.02%
245
9 10
11
12 13