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
476
$17K ﹤0.01%
421
477
$17K ﹤0.01%
76
478
$16.9K ﹤0.01%
241
479
$16.9K ﹤0.01%
400
-150
480
$16.5K ﹤0.01%
1,447
-27
481
$16.3K ﹤0.01%
505
482
$16.2K ﹤0.01%
33
483
$15.9K ﹤0.01%
99
484
$15.9K ﹤0.01%
80
485
$15.8K ﹤0.01%
364
486
$15.7K ﹤0.01%
397
487
$15.5K ﹤0.01%
549
488
$15.5K ﹤0.01%
225
+200
489
$15.3K ﹤0.01%
30
-10
490
$15.2K ﹤0.01%
1,865
-785
491
$14.9K ﹤0.01%
200
-100
492
$14.9K ﹤0.01%
208
+2
493
$14.8K ﹤0.01%
300
494
$14.7K ﹤0.01%
145
495
$14.7K ﹤0.01%
280
496
$14.6K ﹤0.01%
221
+1
497
$14.6K ﹤0.01%
600
498
$14.5K ﹤0.01%
400
499
$14.4K ﹤0.01%
400
500
$14.3K ﹤0.01%
220
18 19
20
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