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
326
$49.6K 0.01%
300
327
$49.3K 0.01%
460
328
$48.6K 0.01%
2,115
329
$48.3K 0.01%
1,250
330
$48.1K 0.01%
268
331
$47.4K 0.01%
840
+740
332
$46.9K 0.01%
1,300
333
$46.8K 0.01%
1,200
334
$46.7K 0.01%
235
+13
335
$46.6K 0.01%
351
336
$46.1K 0.01%
857
+107
337
$46.1K 0.01%
500
338
$45.5K 0.01%
1,577
-125
339
$45.2K 0.01%
595
340
$45K 0.01%
500
341
$44.8K 0.01%
439
342
$43.9K 0.01%
50
343
$43.2K 0.01%
200
344
$42.3K 0.01%
3,500
345
$42.1K 0.01%
175
346
$41.6K 0.01%
2,000
347
$41.3K 0.01%
196
348
$40K 0.01%
1,300
349
$40K 0.01%
520
350
$39.9K 0.01%
575