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WIM

Westside Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 28.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.4%
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
+$1.93M
2
+$1.64M
3
+$998K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$983K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$623K

Top Sells

1
+$1.72M
2
+$1.62M
3
+$992K
4
GLD icon
SPDR Gold Trust
GLD
+$982K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$796K

Sector Composition

1 Technology 17.56%
2 Healthcare 8.49%
3 Industrials 6.87%
4 Communication Services 4.93%
5 Consumer Discretionary 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$174 ﹤0.01%
300
-400
777
$113 ﹤0.01%
8
778
$109 ﹤0.01%
7
779
$95 ﹤0.01%
42
780
$93 ﹤0.01%
1
781
$93 ﹤0.01%
7
782
$69 ﹤0.01%
8
783
$66 ﹤0.01%
1
784
$49 ﹤0.01%
30
785
$21 ﹤0.01%
2
786
$8 ﹤0.01%
7
787
– –
0
788
– –
-1,650
789
– –
-8
790
– –
-250
791
– –
-242
792
– –
-10
793
– –
-66
794
– –
-156
795
– –
-100
796
– –
-240
797
– –
-50
798
– –
0
799
– –
-38
800
– –
-1,000
29 30 31
32
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