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
776
$1.02K ﹤0.01%
10
777
$1.01K ﹤0.01%
36
778
$861 ﹤0.01%
+5
779
$835 ﹤0.01%
10
780
$827 ﹤0.01%
50
781
$797 ﹤0.01%
10
782
$771 ﹤0.01%
100
783
$697 ﹤0.01%
+5
784
$682 ﹤0.01%
15
785
$624 ﹤0.01%
62
786
$622 ﹤0.01%
98
787
$475 ﹤0.01%
35
788
$431 ﹤0.01%
12
789
$410 ﹤0.01%
26
790
$327 ﹤0.01%
12
791
$288 ﹤0.01%
35
792
$285 ﹤0.01%
42
793
$265 ﹤0.01%
14
794
$242 ﹤0.01%
66
795
$221 ﹤0.01%
9
796
$214 ﹤0.01%
4
-4
797
$175 ﹤0.01%
100
798
$146 ﹤0.01%
7
799
$135 ﹤0.01%
94
800
$125 ﹤0.01%
200
-600
30 31
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