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
451
$20.7K 0.01%
500
452
$20.5K 0.01%
400
453
$20.2K 0.01%
300
454
$20K 0.01%
483
455
$19.7K 0.01%
165
456
$19.5K 0.01%
625
457
$19.5K 0.01%
400
458
$19.1K ﹤0.01%
531
459
$18.9K ﹤0.01%
600
460
$18.7K ﹤0.01%
1,850
461
$18.4K ﹤0.01%
700
462
$18.4K ﹤0.01%
355
463
$17.9K ﹤0.01%
500
464
$17.9K ﹤0.01%
147
465
$17.8K ﹤0.01%
330
466
$17.7K ﹤0.01%
228
467
$17.7K ﹤0.01%
2,000
468
$17.5K ﹤0.01%
200
469
$17.5K ﹤0.01%
239
470
$17.5K ﹤0.01%
279
471
$17.4K ﹤0.01%
268
-241
472
$17.3K ﹤0.01%
300
473
$17.2K ﹤0.01%
300
474
$17.1K ﹤0.01%
205
475
$17.1K ﹤0.01%
300