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
626
$6.12K ﹤0.01%
104
627
$6.06K ﹤0.01%
950
628
$5.94K ﹤0.01%
400
629
$5.88K ﹤0.01%
180
630
$5.79K ﹤0.01%
85
631
$5.79K ﹤0.01%
65
632
$5.7K ﹤0.01%
200
633
$5.69K ﹤0.01%
249
-99
634
$5.63K ﹤0.01%
107
635
$5.59K ﹤0.01%
57
636
$5.58K ﹤0.01%
509
637
$5.55K ﹤0.01%
10
638
$5.49K ﹤0.01%
76
639
$5.46K ﹤0.01%
43
640
$5.38K ﹤0.01%
497
641
$5.25K ﹤0.01%
225
-200
642
$5.14K ﹤0.01%
77
643
$5.07K ﹤0.01%
250
644
$5.05K ﹤0.01%
119
645
$4.98K ﹤0.01%
39
646
$4.98K ﹤0.01%
140
647
$4.96K ﹤0.01%
180
648
$4.96K ﹤0.01%
100
649
$4.94K ﹤0.01%
2,000
650
$4.93K ﹤0.01%
200
24 25
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