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
526
$11K ﹤0.01%
210
527
$11K ﹤0.01%
500
528
$11K ﹤0.01%
21
529
$10.9K ﹤0.01%
172
530
$10.9K ﹤0.01%
100
531
$10.8K ﹤0.01%
1,045
+25
532
$10.8K ﹤0.01%
200
-400
533
$10.7K ﹤0.01%
400
534
$10.6K ﹤0.01%
100
535
$10.6K ﹤0.01%
511
536
$10.6K ﹤0.01%
386
537
$10.4K ﹤0.01%
180
-200
538
$10.4K ﹤0.01%
250
539
$10.4K ﹤0.01%
85
540
$10.2K ﹤0.01%
487
541
$10.2K ﹤0.01%
100
542
$10.2K ﹤0.01%
520
543
$10.1K ﹤0.01%
227
544
$10.1K ﹤0.01%
52
545
$10K ﹤0.01%
400
546
$9.98K ﹤0.01%
2,290
547
$9.97K ﹤0.01%
+275
548
$9.82K ﹤0.01%
130
549
$9.75K ﹤0.01%
356
-416
550
$9.69K ﹤0.01%
210
20 21
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