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
501
$14K ﹤0.01%
130
502
$13.9K ﹤0.01%
2,000
+250
503
$13.7K ﹤0.01%
275
-300
504
$13.5K ﹤0.01%
308
505
$13.5K ﹤0.01%
386
506
$13.5K ﹤0.01%
100
507
$13.4K ﹤0.01%
150
508
$13.2K ﹤0.01%
416
-356
509
$13.1K ﹤0.01%
300
510
$13K ﹤0.01%
641
+340
511
$13K ﹤0.01%
550
512
$12.8K ﹤0.01%
158
-7,960
513
$12.8K ﹤0.01%
900
514
$12.6K ﹤0.01%
450
515
$12.5K ﹤0.01%
231
516
$12.4K ﹤0.01%
88
517
$12K ﹤0.01%
170
+2
518
$12K ﹤0.01%
150
519
$11.9K ﹤0.01%
100
520
$11.9K ﹤0.01%
125
521
$11.8K ﹤0.01%
227
522
$11.8K ﹤0.01%
273
523
$11.8K ﹤0.01%
100
524
$11.7K ﹤0.01%
126
525
$11.7K ﹤0.01%
173
+1
19 20
21
22 23