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
51
$2M 0.51%
37,893
+300
52
$1.97M 0.5%
26,785
+1,907
53
$1.85M 0.47%
9,708
+940
54
$1.81M 0.46%
13,348
+2,502
55
$1.79M 0.46%
41,150
+3,120
56
$1.75M 0.45%
30,191
+1,500
57
$1.72M 0.44%
15,775
+3,537
58
$1.72M 0.44%
17,932
-293
59
$1.69M 0.43%
41,108
-134
60
$1.64M 0.42%
28,119
-1,015
61
$1.63M 0.42%
16,521
+278
62
$1.58M 0.4%
8,484
+160
63
$1.57M 0.4%
14,854
+66
64
$1.5M 0.38%
18,267
+1,941
65
$1.5M 0.38%
5,024
-107
66
$1.46M 0.37%
51,515
-330
67
$1.46M 0.37%
16,237
+9,895
68
$1.45M 0.37%
30,365
-19,587
69
$1.45M 0.37%
41,110
-7,330
70
$1.44M 0.37%
42,751
-2,050
71
$1.38M 0.35%
5,439
-30
72
$1.33M 0.34%
2,278
-198
73
$1.31M 0.34%
+24,650
74
$1.31M 0.33%
60,985
-3,225
75
$1.31M 0.33%
15,322
-269
1 2
3
4 5