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
276
$82.8K 0.02%
319
277
$81.1K 0.02%
2,600
+2,200
278
$80.6K 0.02%
1,641
-300
279
$79.7K 0.02%
+3,350
280
$79.2K 0.02%
1,444
281
$78.9K 0.02%
500
282
$77.5K 0.02%
1,200
283
$76.2K 0.02%
500
284
$75.3K 0.02%
375
285
$74.9K 0.02%
286
-120
286
$74.5K 0.02%
3,000
287
$72.7K 0.02%
737
288
$71.5K 0.02%
1,500
289
$70.2K 0.02%
1,838
290
$70K 0.02%
476
291
$69.7K 0.02%
2,288
292
$69.5K 0.02%
912
+3
293
$68.9K 0.02%
4,700
294
$68.2K 0.02%
252
295
$66.1K 0.02%
400
296
$65.7K 0.02%
113
297
$65.1K 0.02%
671
298
$65.1K 0.02%
265
299
$64.3K 0.02%
650
+100
300
$64.1K 0.02%
1,811
10 11
12
13 14