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
426
$24.3K 0.01%
625
427
$23.8K 0.01%
550
428
$23.8K 0.01%
560
429
$22.9K 0.01%
640
430
$22.8K 0.01%
288
431
$22.5K 0.01%
51
432
$22.4K 0.01%
800
+200
433
$22.3K 0.01%
655
+1
434
$22.2K 0.01%
300
435
$22.1K 0.01%
160
436
$22K 0.01%
170
437
$21.9K 0.01%
276
438
$21.9K 0.01%
456
439
$21.7K 0.01%
555
440
$21.6K 0.01%
450
+150
441
$21.5K 0.01%
1,250
442
$21.3K 0.01%
612
443
$21.1K 0.01%
1,000
444
$21K 0.01%
540
445
$20.9K 0.01%
414
446
$20.9K 0.01%
205
447
$20.9K 0.01%
4,635
-900
448
$20.8K 0.01%
320
-36
449
$20.8K 0.01%
559
+2
450
$20.8K 0.01%
260
-200
16 17
18
19 20