WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
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
+$1.93M
2
+$1.64M
3
+$998K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$983K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$623K

Top Sells

1
+$1.72M
2
+$1.62M
3
+$992K
4
GLD icon
SPDR Gold Trust
GLD
+$982K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$796K

Sector Composition

1 Technology 17.56%
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
301
$60.2K 0.02%
671
302
$59.3K 0.02%
290
303
$59.3K 0.02%
1,372
-503
304
$58.5K 0.02%
998
305
$58K 0.02%
322
306
$57.9K 0.02%
1,000
307
$57.7K 0.02%
5,353
308
$57.2K 0.02%
1,446
+5
309
$56.7K 0.02%
82
310
$55.1K 0.02%
425
311
$54.8K 0.02%
113
312
$54.5K 0.02%
2,149
-584
313
$53K 0.02%
500
314
$52.5K 0.01%
1,250
315
$51.4K 0.01%
345
316
$50.8K 0.01%
432
+4
317
$50.5K 0.01%
929
318
$50.5K 0.01%
291
-43
319
$49.9K 0.01%
3,127
-293
320
$49.9K 0.01%
346
321
$49.4K 0.01%
800
322
$48.7K 0.01%
681
-440
323
$48K 0.01%
219
324
$47.6K 0.01%
705
325
$47.1K 0.01%
4,535
11 12
13
14 15