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
576
$8.36K ﹤0.01%
400
577
$8.33K ﹤0.01%
48
+20
578
$8.27K ﹤0.01%
43
579
$8.27K ﹤0.01%
102
580
$8.22K ﹤0.01%
4,100
581
$8.2K ﹤0.01%
75
582
$8.16K ﹤0.01%
350
583
$8.11K ﹤0.01%
1,200
584
$8.09K ﹤0.01%
454
585
$8.07K ﹤0.01%
100
586
$8.04K ﹤0.01%
50
587
$8.01K ﹤0.01%
704
588
$7.96K ﹤0.01%
160
589
$7.93K ﹤0.01%
107
590
$7.81K ﹤0.01%
109
591
$7.78K ﹤0.01%
348
592
$7.74K ﹤0.01%
114
593
$7.54K ﹤0.01%
450
594
$7.54K ﹤0.01%
900
595
$7.51K ﹤0.01%
599
-144
596
$7.46K ﹤0.01%
425
-100
597
$7.41K ﹤0.01%
96
598
$7.4K ﹤0.01%
350
599
$7.26K ﹤0.01%
302
600
$7.17K ﹤0.01%
50
22 23
24
25 26