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
576
$8.4K ﹤0.01%
294
577
$8.39K ﹤0.01%
454
578
$8.35K ﹤0.01%
205
579
$8.27K ﹤0.01%
134
580
$8.26K ﹤0.01%
114
-149
581
$8.25K ﹤0.01%
+2,500
582
$8.25K ﹤0.01%
109
583
$8.24K ﹤0.01%
86
584
$8.24K ﹤0.01%
+16
585
$8.23K ﹤0.01%
575
586
$8.2K ﹤0.01%
114
587
$8.09K ﹤0.01%
141
588
$8.07K ﹤0.01%
704
589
$8.05K ﹤0.01%
350
590
$8.04K ﹤0.01%
100
591
$8K ﹤0.01%
804
592
$8K ﹤0.01%
96
593
$7.88K ﹤0.01%
900
594
$7.81K ﹤0.01%
103
+1
595
$7.71K ﹤0.01%
668
596
$7.68K ﹤0.01%
1,210
597
$7.68K ﹤0.01%
38
598
$7.57K ﹤0.01%
126
599
$7.39K ﹤0.01%
+3,908
600
$7.37K ﹤0.01%
61