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
751
$1.8K ﹤0.01%
+15
752
$1.79K ﹤0.01%
24
753
$1.76K ﹤0.01%
+2,000
754
$1.75K ﹤0.01%
+12
755
$1.75K ﹤0.01%
125
756
$1.71K ﹤0.01%
75
757
$1.71K ﹤0.01%
+25
758
$1.65K ﹤0.01%
+28
759
$1.63K ﹤0.01%
29
760
$1.61K ﹤0.01%
42
+34
761
$1.56K ﹤0.01%
68
762
$1.52K ﹤0.01%
99
763
$1.46K ﹤0.01%
400
764
$1.42K ﹤0.01%
+50
765
$1.34K ﹤0.01%
+500
766
$1.33K ﹤0.01%
+22
767
$1.26K ﹤0.01%
+400
768
$1.23K ﹤0.01%
+12
769
$1.22K ﹤0.01%
62
770
$1.13K ﹤0.01%
46
771
$1.11K ﹤0.01%
125
772
$1.09K ﹤0.01%
24
773
$1.07K ﹤0.01%
49
774
$1.04K ﹤0.01%
28
775
$1.03K ﹤0.01%
100
29 30
31
32 33