WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
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
Health Care Select Sector SPDR Fund
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
26
$3.86M 0.99%
30,901
-1,346
27
$3.61M 0.92%
46,360
+840
28
$3.45M 0.88%
23,867
-799
29
$3.37M 0.86%
65,316
-234
30
$3.24M 0.83%
737,064
-28,550
31
$3.2M 0.82%
36,397
-448
32
$3.08M 0.79%
81,944
-450
33
$2.94M 0.75%
10,222
+1
34
$2.77M 0.71%
17,889
-140
35
$2.74M 0.7%
20,923
-2,590
36
$2.48M 0.63%
22,180
-500
37
$2.47M 0.63%
563,110
+34,800
38
$2.45M 0.63%
29,889
+1,004
39
$2.44M 0.62%
17,893
+5,493
40
$2.41M 0.62%
9,598
+819
41
$2.38M 0.61%
212,314
+53,295
42
$2.35M 0.6%
46,447
+4,659
43
$2.3M 0.59%
39,670
+2,148
44
$2.27M 0.58%
4,770
+180
45
$2.26M 0.58%
8,685
-327
46
$2.23M 0.57%
49,957
-470
47
$2.22M 0.57%
20,508
-2,779
48
$2.21M 0.56%
27,271
-198
49
$2.18M 0.56%
20,096
-619
50
$2.07M 0.53%
9,714
-42
1
2
3 4 5