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
301
$62.5K 0.02%
77
302
$61.6K 0.02%
1,320
303
$61.3K 0.02%
1,174
304
$60.8K 0.02%
203
305
$58.6K 0.02%
1,457
+11
306
$58.1K 0.01%
425
307
$58K 0.01%
238
308
$57.3K 0.01%
1,020
+91
309
$57.1K 0.01%
439
+3
310
$57.1K 0.01%
8,136
+6,392
311
$56.2K 0.01%
800
312
$55.4K 0.01%
291
313
$55.3K 0.01%
345
314
$54.9K 0.01%
322
315
$54.4K 0.01%
998
316
$54.3K 0.01%
346
317
$53.9K 0.01%
13,900
+1,000
318
$53.8K 0.01%
2,825
319
$53K 0.01%
2,069
320
$52.4K 0.01%
400
321
$52.2K 0.01%
5,000
-500
322
$51.7K 0.01%
1,075
323
$51.2K 0.01%
637
324
$50.9K 0.01%
135
325
$50.5K 0.01%
750
11 12
13
14 15