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
51
$1.81M 0.51%
519,251
+1,950
52
$1.81M 0.51%
21,687
-215
53
$1.79M 0.5%
24,563
-941
54
$1.78M 0.5%
4,025
+52
55
$1.76M 0.5%
14,832
-24
56
$1.72M 0.49%
8,848
-20
57
$1.7M 0.48%
18,121
-848
58
$1.68M 0.47%
41,139
+601
59
$1.65M 0.47%
+33,150
60
$1.61M 0.45%
28,679
61
$1.58M 0.45%
29,094
+2,019
62
$1.58M 0.45%
11,935
63
$1.48M 0.42%
14,401
+221
64
$1.48M 0.42%
55,715
-7,755
65
$1.47M 0.42%
5,241
+655
66
$1.45M 0.41%
12,238
67
$1.41M 0.4%
51,695
-600
68
$1.37M 0.39%
15,606
+2,665
69
$1.36M 0.39%
5,503
-693
70
$1.36M 0.38%
10,719
-1,374
71
$1.36M 0.38%
8,324
-1,715
72
$1.34M 0.38%
46,601
+700
73
$1.26M 0.36%
12,735
+50
74
$1.25M 0.35%
13,988
-1,690
75
$1.25M 0.35%
18,683
+2,300
1 2
3
4 5