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
676
$4.07K ﹤0.01%
95
677
$3.87K ﹤0.01%
100
678
$3.86K ﹤0.01%
198
679
$3.85K ﹤0.01%
343
680
$3.84K ﹤0.01%
51
681
$3.83K ﹤0.01%
100
682
$3.78K ﹤0.01%
200
683
$3.77K ﹤0.01%
111
684
$3.76K ﹤0.01%
180
-195
685
$3.73K ﹤0.01%
135
686
$3.67K ﹤0.01%
1,200
687
$3.6K ﹤0.01%
+200
688
$3.58K ﹤0.01%
250
689
$3.52K ﹤0.01%
69
690
$3.52K ﹤0.01%
+500
691
$3.47K ﹤0.01%
28
692
$3.44K ﹤0.01%
422
693
$3.37K ﹤0.01%
61
694
$3.33K ﹤0.01%
265
695
$3.32K ﹤0.01%
102
+2
696
$3.25K ﹤0.01%
22
697
$3.14K ﹤0.01%
25
698
$3.1K ﹤0.01%
37
699
$3.08K ﹤0.01%
92
700
$3.08K ﹤0.01%
300
26 27
28
29 30