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
726
$2.54K ﹤0.01%
135
727
$2.54K ﹤0.01%
41
728
$2.52K ﹤0.01%
+14
729
$2.42K ﹤0.01%
700
730
$2.41K ﹤0.01%
+103
731
$2.32K ﹤0.01%
50
732
$2.32K ﹤0.01%
+80
733
$2.32K ﹤0.01%
75
-150
734
$2.31K ﹤0.01%
48
735
$2.24K ﹤0.01%
62
736
$2.23K ﹤0.01%
38
737
$2.2K ﹤0.01%
430
-40
738
$2.19K ﹤0.01%
+1,000
739
$2.18K ﹤0.01%
600
740
$2.14K ﹤0.01%
+110
741
$2.14K ﹤0.01%
+9
742
$2.05K ﹤0.01%
115
-216
743
$1.93K ﹤0.01%
+10
744
$1.92K ﹤0.01%
350
745
$1.89K ﹤0.01%
330
746
$1.85K ﹤0.01%
100
747
$1.83K ﹤0.01%
100
748
$1.83K ﹤0.01%
40
749
$1.83K ﹤0.01%
100
750
$1.81K ﹤0.01%
45
28 29
30
31 32