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
401
$28.8K 0.01%
779
402
$28.7K 0.01%
480
+50
403
$28.6K 0.01%
677
-259
404
$28.5K 0.01%
560
-70
405
$28.1K 0.01%
300
406
$27.9K 0.01%
267
407
$27.4K 0.01%
200
408
$27.1K 0.01%
149
409
$26.7K 0.01%
1,500
410
$26.4K 0.01%
600
411
$26.4K 0.01%
109
+10
412
$26.3K 0.01%
900
413
$26.1K 0.01%
1,754
414
$26K 0.01%
1,116
415
$26K 0.01%
301
416
$25.9K 0.01%
356
417
$25.9K 0.01%
718
418
$25.8K 0.01%
100
419
$25.7K 0.01%
118
+33
420
$25.7K 0.01%
493
421
$25.6K 0.01%
546
-568
422
$25.3K 0.01%
270
423
$25K 0.01%
675
+200
424
$24.9K 0.01%
1,682
-1,167
425
$24.5K 0.01%
324
15 16
17
18 19