WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
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
+$1.8M
2
+$1.18M
3
+$792K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$715K
5
HROW icon
Harrow
HROW
+$631K

Top Sells

1
+$919K
2
+$758K
3
+$576K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$571K
5
BABA icon
Alibaba
BABA
+$387K

Sector Composition

1 Technology 17.97%
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
526
$11.5K ﹤0.01%
1,020
527
$11.5K ﹤0.01%
83
528
$11.4K ﹤0.01%
75
529
$11.3K ﹤0.01%
+50
530
$11.3K ﹤0.01%
100
531
$11.2K ﹤0.01%
205
532
$11.2K ﹤0.01%
989
533
$11K ﹤0.01%
900
534
$11K ﹤0.01%
2,945
535
$10.9K ﹤0.01%
500
536
$10.8K ﹤0.01%
65
537
$10.8K ﹤0.01%
520
538
$10.3K ﹤0.01%
487
539
$10.2K ﹤0.01%
744
540
$10.1K ﹤0.01%
100
541
$10K ﹤0.01%
614
542
$10K ﹤0.01%
130
543
$9.87K ﹤0.01%
210
544
$9.87K ﹤0.01%
210
545
$9.84K ﹤0.01%
511
546
$9.78K ﹤0.01%
250
547
$9.74K ﹤0.01%
393
548
$9.73K ﹤0.01%
100
549
$9.7K ﹤0.01%
1,200
550
$9.59K ﹤0.01%
152
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