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
451
$19.7K 0.01%
205
452
$19.5K 0.01%
540
453
$19.4K 0.01%
1,250
-1,500
454
$18.8K 0.01%
293
455
$18.7K 0.01%
527
+3
456
$18.6K 0.01%
330
457
$18.5K 0.01%
355
458
$18.1K 0.01%
4,400
459
$18.1K 0.01%
400
-8,245
460
$17.8K 0.01%
1,000
461
$17.8K 0.01%
239
462
$17.6K 0.01%
170
463
$17.5K ﹤0.01%
279
464
$17.2K ﹤0.01%
85
465
$17.2K ﹤0.01%
385
466
$17K ﹤0.01%
300
467
$17K ﹤0.01%
500
468
$16.9K ﹤0.01%
625
469
$16.7K ﹤0.01%
228
470
$16.1K ﹤0.01%
600
471
$16.1K ﹤0.01%
241
472
$15.9K ﹤0.01%
300
473
$15.9K ﹤0.01%
360
-2,250
474
$15.8K ﹤0.01%
205
475
$15.7K ﹤0.01%
598
17 18
19
20 21