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
601
$7.36K ﹤0.01%
200
602
$7.32K ﹤0.01%
350
603
$7.32K ﹤0.01%
302
604
$7.24K ﹤0.01%
279
605
$7.22K ﹤0.01%
1,300
606
$7.18K ﹤0.01%
200
607
$7.1K ﹤0.01%
50
608
$7.07K ﹤0.01%
68
609
$7K ﹤0.01%
158
610
$6.86K ﹤0.01%
300
611
$6.83K ﹤0.01%
1,400
+200
612
$6.78K ﹤0.01%
100
613
$6.75K ﹤0.01%
100
614
$6.53K ﹤0.01%
70
615
$6.5K ﹤0.01%
300
616
$6.48K ﹤0.01%
30
+4
617
$6.46K ﹤0.01%
500
618
$6.44K ﹤0.01%
47
619
$6.41K ﹤0.01%
100
620
$6.37K ﹤0.01%
183
621
$6.36K ﹤0.01%
200
622
$6.34K ﹤0.01%
92
623
$6.34K ﹤0.01%
+167
624
$6.33K ﹤0.01%
28
625
$6.13K ﹤0.01%
125
-390
23 24
25
26 27