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
751
$998 ﹤0.01%
28
752
$973 ﹤0.01%
98
753
$946 ﹤0.01%
10
754
$904 ﹤0.01%
800
755
$835 ﹤0.01%
+36
756
$817 ﹤0.01%
+55
757
$794 ﹤0.01%
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758
$780 ﹤0.01%
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$705 ﹤0.01%
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762
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$456 ﹤0.01%
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766
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$325 ﹤0.01%
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769
$302 ﹤0.01%
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$297 ﹤0.01%
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772
$245 ﹤0.01%
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774
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775
$176 ﹤0.01%
9
29 30
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32 33