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
326
$46.9K 0.01%
300
327
$46.5K 0.01%
268
+1
328
$45.9K 0.01%
637
329
$45.6K 0.01%
1,200
330
$45K 0.01%
1,100
331
$44.7K 0.01%
500
332
$44.3K 0.01%
351
333
$44.2K 0.01%
439
+39
334
$44.2K 0.01%
+13,800
335
$43.7K 0.01%
400
336
$43.5K 0.01%
520
337
$43.2K 0.01%
222
338
$42.7K 0.01%
597
339
$42.7K 0.01%
728
-233
340
$42.2K 0.01%
500
341
$42.1K 0.01%
662
342
$41.5K 0.01%
2,000
343
$41.4K 0.01%
5,500
-1,000
344
$41K 0.01%
2,000
345
$41K 0.01%
630
346
$40.7K 0.01%
1,300
347
$39.5K 0.01%
1,075
348
$39.3K 0.01%
+200
349
$38.9K 0.01%
2,000
350
$38.2K 0.01%
609
12 13
14
15 16