WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
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
Health Care Select Sector SPDR Fund
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
676
$3.83K ﹤0.01%
200
677
$3.82K ﹤0.01%
+300
678
$3.78K ﹤0.01%
+6
679
$3.75K ﹤0.01%
225
680
$3.75K ﹤0.01%
+6
681
$3.73K ﹤0.01%
288
682
$3.71K ﹤0.01%
26
683
$3.71K ﹤0.01%
422
684
$3.7K ﹤0.01%
105
+3
685
$3.64K ﹤0.01%
100
686
$3.6K ﹤0.01%
61
687
$3.57K ﹤0.01%
30
688
$3.55K ﹤0.01%
+1
689
$3.54K ﹤0.01%
+150
690
$3.5K ﹤0.01%
283
691
$3.47K ﹤0.01%
38
692
$3.46K ﹤0.01%
2,450
693
$3.44K ﹤0.01%
28
694
$3.43K ﹤0.01%
17,000
695
$3.39K ﹤0.01%
37
696
$3.38K ﹤0.01%
22
697
$3.38K ﹤0.01%
1,200
698
$3.38K ﹤0.01%
+56
699
$3.36K ﹤0.01%
92
700
$3.29K ﹤0.01%
111