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
501
$13.4K ﹤0.01%
220
502
$13.4K ﹤0.01%
400
503
$13.4K ﹤0.01%
744
504
$13.4K ﹤0.01%
150
-26
505
$13.1K ﹤0.01%
168
+1
506
$13K ﹤0.01%
475
507
$12.9K ﹤0.01%
312
+1
508
$12.8K ﹤0.01%
300
509
$12.7K ﹤0.01%
400
510
$12.4K ﹤0.01%
1,500
511
$12.3K ﹤0.01%
88
512
$12.2K ﹤0.01%
300
513
$12.1K ﹤0.01%
83
514
$12.1K ﹤0.01%
84
515
$11.8K ﹤0.01%
231
516
$11.8K ﹤0.01%
200
-5
517
$11.7K ﹤0.01%
306
+2
518
$11.6K ﹤0.01%
154
519
$11.5K ﹤0.01%
1,300
520
$11.5K ﹤0.01%
126
521
$11.5K ﹤0.01%
125
522
$11.4K ﹤0.01%
2,945
523
$11.4K ﹤0.01%
100
524
$11.4K ﹤0.01%
397
525
$11.2K ﹤0.01%
168
19 20
21
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