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
476
$15.7K ﹤0.01%
76
477
$15.5K ﹤0.01%
33
478
$15.4K ﹤0.01%
505
479
$15.2K ﹤0.01%
1,850
480
$15.1K ﹤0.01%
40
481
$15.1K ﹤0.01%
17,000
482
$14.9K ﹤0.01%
80
483
$14.9K ﹤0.01%
300
-52
484
$14.6K ﹤0.01%
204
+77
485
$14.6K ﹤0.01%
130
486
$14.5K ﹤0.01%
1,614
487
$14.5K ﹤0.01%
549
488
$14.4K ﹤0.01%
920
489
$14.1K ﹤0.01%
250
-58
490
$14K ﹤0.01%
83
491
$14K ﹤0.01%
421
492
$13.9K ﹤0.01%
300
493
$13.8K ﹤0.01%
99
494
$13.7K ﹤0.01%
150
495
$13.7K ﹤0.01%
364
496
$13.6K ﹤0.01%
400
497
$13.6K ﹤0.01%
145
498
$13.5K ﹤0.01%
150
499
$13.5K ﹤0.01%
1,600
-100
500
$13.4K ﹤0.01%
220
18 19
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