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
551
$9.69K ﹤0.01%
900
-2,450
552
$9.68K ﹤0.01%
393
553
$9.63K ﹤0.01%
100
-325
554
$9.52K ﹤0.01%
152
555
$9.5K ﹤0.01%
227
556
$9.5K ﹤0.01%
134
557
$9.46K ﹤0.01%
172
558
$9.35K ﹤0.01%
1,200
559
$9.25K ﹤0.01%
250
560
$9.23K ﹤0.01%
989
561
$9.17K ﹤0.01%
30
562
$9.11K ﹤0.01%
100
563
$9.04K ﹤0.01%
100
564
$9.02K ﹤0.01%
273
-203
565
$8.95K ﹤0.01%
614
566
$8.93K ﹤0.01%
600
567
$8.82K ﹤0.01%
+400
568
$8.73K ﹤0.01%
100
569
$8.59K ﹤0.01%
392
570
$8.57K ﹤0.01%
294
571
$8.56K ﹤0.01%
39
572
$8.5K ﹤0.01%
100
573
$8.48K ﹤0.01%
1,210
574
$8.43K ﹤0.01%
100
575
$8.38K ﹤0.01%
480
21 22
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