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
551
$9.55K ﹤0.01%
18
-1
552
$9.54K ﹤0.01%
400
553
$9.53K ﹤0.01%
2,895
554
$9.52K ﹤0.01%
227
555
$9.51K ﹤0.01%
500
556
$9.38K ﹤0.01%
100
557
$9.37K ﹤0.01%
276
-80
558
$9.36K ﹤0.01%
100
559
$9.31K ﹤0.01%
100
560
$9.26K ﹤0.01%
392
561
$9.19K ﹤0.01%
450
562
$9.17K ﹤0.01%
50
563
$9.03K ﹤0.01%
107
564
$9.03K ﹤0.01%
118
565
$9.02K ﹤0.01%
480
566
$8.86K ﹤0.01%
180
567
$8.83K ﹤0.01%
43
568
$8.77K ﹤0.01%
39
569
$8.75K ﹤0.01%
50
570
$8.71K ﹤0.01%
400
571
$8.57K ﹤0.01%
4,100
572
$8.49K ﹤0.01%
31
+1
573
$8.47K ﹤0.01%
84
574
$8.47K ﹤0.01%
2,290
575
$8.47K ﹤0.01%
500