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
376
$33.8K 0.01%
480
377
$33K 0.01%
600
378
$32.9K 0.01%
700
379
$32.8K 0.01%
200
380
$32.2K 0.01%
1,750
-200
381
$32K 0.01%
600
382
$31.9K 0.01%
562
383
$31.9K 0.01%
130
384
$31.8K 0.01%
391
385
$31.7K 0.01%
20,150
+600
386
$31.3K 0.01%
727
387
$31.1K 0.01%
575
388
$31K 0.01%
575
389
$30.8K 0.01%
240
390
$30.6K 0.01%
492
391
$30.6K 0.01%
509
392
$30.5K 0.01%
256
393
$30.2K 0.01%
994
-76
394
$29.8K 0.01%
1,941
395
$29.8K 0.01%
12
396
$29.6K 0.01%
322
397
$29.6K 0.01%
644
-183
398
$29.5K 0.01%
3,500
399
$29.1K 0.01%
400
+100
400
$29.1K 0.01%
350
14 15
16
17 18