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
601
$7.12K ﹤0.01%
50
602
$6.89K ﹤0.01%
126
603
$6.88K ﹤0.01%
279
604
$6.86K ﹤0.01%
68
-200
605
$6.86K ﹤0.01%
30
606
$6.84K ﹤0.01%
225
607
$6.83K ﹤0.01%
200
608
$6.78K ﹤0.01%
158
609
$6.76K ﹤0.01%
100
610
$6.72K ﹤0.01%
119
611
$6.65K ﹤0.01%
500
612
$6.63K ﹤0.01%
300
613
$6.59K ﹤0.01%
61
614
$6.58K ﹤0.01%
166
615
$6.53K ﹤0.01%
38
616
$6.48K ﹤0.01%
2,000
617
$6.43K ﹤0.01%
28
618
$6.41K ﹤0.01%
1,200
-100
619
$6.38K ﹤0.01%
118
620
$6.34K ﹤0.01%
141
621
$6.19K ﹤0.01%
100
622
$6K ﹤0.01%
1,500
623
$6K ﹤0.01%
927
+22
624
$5.98K ﹤0.01%
115
625
$5.98K ﹤0.01%
70
23 24
25
26 27