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
726
$1.96K ﹤0.01%
87
-86
727
$1.88K ﹤0.01%
100
728
$1.82K ﹤0.01%
68
729
$1.81K ﹤0.01%
62
730
$1.8K ﹤0.01%
100
731
$1.79K ﹤0.01%
100
732
$1.67K ﹤0.01%
62
733
$1.62K ﹤0.01%
+120
734
$1.61K ﹤0.01%
40
735
$1.53K ﹤0.01%
24
736
$1.53K ﹤0.01%
125
737
$1.49K ﹤0.01%
36
738
$1.42K ﹤0.01%
+25
739
$1.37K ﹤0.01%
100
740
$1.36K ﹤0.01%
400
741
$1.31K ﹤0.01%
29
742
$1.24K ﹤0.01%
100
743
$1.2K ﹤0.01%
8
744
$1.2K ﹤0.01%
150
-35
745
– –
0
746
$1.17K ﹤0.01%
46
747
$1.16K ﹤0.01%
24
748
$1.15K ﹤0.01%
15
-302
749
$1.14K ﹤0.01%
25
750
$1.1K ﹤0.01%
49
28 29
30
31 32