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
276
$75.3K 0.02%
535
+120
277
$75.3K 0.02%
3,000
278
$75.2K 0.02%
3,000
279
$74.8K 0.02%
500
280
$74.3K 0.02%
909
281
$74.3K 0.02%
504
282
$72.6K 0.02%
270
283
$72.6K 0.02%
1,838
284
$71.9K 0.02%
737
285
$70.7K 0.02%
1,500
-300
286
$70.2K 0.02%
375
287
$70K 0.02%
1,052
+70
288
$68.8K 0.02%
2,712
289
$68.6K 0.02%
319
290
$68.6K 0.02%
1,174
291
$68.1K 0.02%
1,200
-1,800
292
$66.4K 0.02%
1,018
293
$65.1K 0.02%
4,700
294
$63.9K 0.02%
1,811
295
$63.1K 0.02%
400
296
$62.8K 0.02%
238
297
$62.5K 0.02%
1,110
298
$61.9K 0.02%
203
299
$61.6K 0.02%
1,050
300
$60.5K 0.02%
2,825
10 11
12
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