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
701
$3.04K ﹤0.01%
+70
702
$2.96K ﹤0.01%
288
703
$2.88K ﹤0.01%
300
704
$2.77K ﹤0.01%
20
705
$2.69K ﹤0.01%
50
706
$2.62K ﹤0.01%
26
707
$2.61K ﹤0.01%
300
708
$2.6K ﹤0.01%
35
709
$2.6K ﹤0.01%
100
710
$2.55K ﹤0.01%
350
-150
711
$2.53K ﹤0.01%
89
712
$2.48K ﹤0.01%
38
713
$2.44K ﹤0.01%
600
714
$2.42K ﹤0.01%
41
715
$2.38K ﹤0.01%
135
716
$2.33K ﹤0.01%
470
-16
717
$2.27K ﹤0.01%
100
718
$2.27K ﹤0.01%
+48
719
$2.18K ﹤0.01%
330
720
$2.13K ﹤0.01%
50
721
$2.13K ﹤0.01%
128
722
$2.04K ﹤0.01%
700
723
$2.02K ﹤0.01%
+125
724
$2.01K ﹤0.01%
517
725
$2.01K ﹤0.01%
300
27 28
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