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
376
$33.8K 0.01%
840
+40
377
$33.7K 0.01%
1,000
378
$33.5K 0.01%
+1,215
379
$33.4K 0.01%
600
380
$33.2K 0.01%
575
381
$33.2K 0.01%
657
-946
382
$33K 0.01%
600
383
$32.9K 0.01%
318
384
$32.7K 0.01%
565
+75
385
$31.9K 0.01%
1,050
386
$31.5K 0.01%
254
+14
387
$31.4K 0.01%
644
388
$31.3K 0.01%
322
389
$31.2K 0.01%
500
390
$31.1K 0.01%
130
391
$31K 0.01%
12
392
$30.8K 0.01%
3,100
+1,500
393
$30.5K 0.01%
492
394
$30.5K 0.01%
400
395
$30.2K 0.01%
391
396
$30K 0.01%
256
397
$29.9K 0.01%
700
398
$29.8K 0.01%
245
399
$29.5K 0.01%
562
400
$29K 0.01%
187
14 15
16
17 18