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
651
$4.91K ﹤0.01%
+12
652
$4.78K ﹤0.01%
225
653
$4.69K ﹤0.01%
11
654
$4.65K ﹤0.01%
200
655
$4.64K ﹤0.01%
+8
656
$4.64K ﹤0.01%
265
657
$4.63K ﹤0.01%
70
658
$4.63K ﹤0.01%
142
659
$4.54K ﹤0.01%
214
660
$4.5K ﹤0.01%
300
661
$4.49K ﹤0.01%
50
662
$4.48K ﹤0.01%
1,033
+516
663
$4.22K ﹤0.01%
+25
664
$4.21K ﹤0.01%
25
665
$4.19K ﹤0.01%
750
+250
666
$4.19K ﹤0.01%
95
667
$4.18K ﹤0.01%
28
668
$4.08K ﹤0.01%
198
669
$4.08K ﹤0.01%
28
-20
670
$4.02K ﹤0.01%
+2,000
671
$4.01K ﹤0.01%
200
672
$3.99K ﹤0.01%
135
673
$3.92K ﹤0.01%
95
674
$3.88K ﹤0.01%
128
675
$3.83K ﹤0.01%
+34
25 26
27
28 29