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
$391M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
897
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.18M
3
+$792K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$715K
5
HROW icon
Harrow
HROW
+$631K

Top Sells

1
+$919K
2
+$758K
3
+$576K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$571K
5
BABA icon
Alibaba
BABA
+$387K

Sector Composition

1 Technology 17.97%
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
351
$39.9K 0.01%
466
352
$39.5K 0.01%
2,000
353
$39.3K 0.01%
1,100
354
$38.8K 0.01%
834
355
$38.7K 0.01%
102
356
$38.4K 0.01%
165
357
$38.4K 0.01%
300
358
$38.3K 0.01%
256
359
$38.2K 0.01%
2,690
+200
360
$37.8K 0.01%
219
361
$37.1K 0.01%
984
-450
362
$36.8K 0.01%
638
363
$36.7K 0.01%
994
364
$36K 0.01%
480
365
$36K 0.01%
350
366
$35.8K 0.01%
537
367
$35.6K 0.01%
345
+150
368
$35.2K 0.01%
300
369
$35.1K 0.01%
550
-60
370
$35K 0.01%
505
371
$34.8K 0.01%
200
372
$34.8K 0.01%
300
373
$34.7K 0.01%
3,900
+900
374
$34.1K 0.01%
950
375
$33.8K 0.01%
590
-395
13 14
15
16 17