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
701
$3.24K ﹤0.01%
+45
702
$3.22K ﹤0.01%
+4
703
$3.19K ﹤0.01%
200
704
$3.15K ﹤0.01%
+26
705
$3.14K ﹤0.01%
218
706
$3.14K ﹤0.01%
+2
707
$3.09K ﹤0.01%
52
+20
708
$3.06K ﹤0.01%
+16
709
$3.03K ﹤0.01%
+4
710
$3K ﹤0.01%
128
711
$3K ﹤0.01%
500
712
$2.98K ﹤0.01%
100
713
$2.97K ﹤0.01%
+60
714
$2.94K ﹤0.01%
100
715
$2.93K ﹤0.01%
337
716
$2.83K ﹤0.01%
50
-50
717
$2.7K ﹤0.01%
100
-50
718
$2.67K ﹤0.01%
+21
719
$2.63K ﹤0.01%
+38
720
$2.63K ﹤0.01%
26
721
$2.63K ﹤0.01%
+29
722
$2.62K ﹤0.01%
100
723
$2.61K ﹤0.01%
47
724
$2.61K ﹤0.01%
20
725
$2.6K ﹤0.01%
300