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
$354M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.64M
3
+$998K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$983K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$623K

Top Sells

1
+$1.72M
2
+$1.62M
3
+$992K
4
GLD icon
SPDR Gold Trust
GLD
+$982K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$796K

Sector Composition

1 Technology 17.56%
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
426
$24.2K 0.01%
493
427
$24.1K 0.01%
2,650
428
$24.1K 0.01%
1,255
-255
429
$23.9K 0.01%
900
430
$23.6K 0.01%
500
431
$23.3K 0.01%
300
432
$23.2K 0.01%
356
433
$23.2K 0.01%
560
434
$23K 0.01%
399
435
$23K 0.01%
+2,000
436
$22.7K 0.01%
99
437
$22.3K 0.01%
276
438
$22.2K 0.01%
653
+1
439
$22.1K 0.01%
600
440
$21.7K 0.01%
550
441
$21.6K 0.01%
288
442
$21.3K 0.01%
160
443
$21.2K 0.01%
800
444
$21.2K 0.01%
324
445
$21K 0.01%
1,785
-4
446
$20.4K 0.01%
51
447
$20.4K 0.01%
300
448
$20.3K 0.01%
147
+1
449
$20.1K 0.01%
400
450
$19.7K 0.01%
2,895
+200
16 17
18
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