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
651
$4.96K ﹤0.01%
497
-99
652
$4.84K ﹤0.01%
44
653
$4.84K ﹤0.01%
301
654
$4.82K ﹤0.01%
140
655
$4.75K ﹤0.01%
39
656
$4.72K ﹤0.01%
+500
657
$4.72K ﹤0.01%
43
658
$4.65K ﹤0.01%
400
659
$4.64K ﹤0.01%
100
660
$4.62K ﹤0.01%
283
661
$4.54K ﹤0.01%
218
662
$4.53K ﹤0.01%
200
-5
663
$4.53K ﹤0.01%
214
664
$4.42K ﹤0.01%
142
665
$4.38K ﹤0.01%
2,450
666
$4.35K ﹤0.01%
200
667
$4.33K ﹤0.01%
11
668
$4.24K ﹤0.01%
225
669
$4.21K ﹤0.01%
148
-148
670
$4.19K ﹤0.01%
50
671
$4.18K ﹤0.01%
111
672
$4.13K ﹤0.01%
26
673
$4.11K ﹤0.01%
30
674
$4.09K ﹤0.01%
120
-55
675
$4.07K ﹤0.01%
150
25 26
27
28 29