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
76
$1.3M 0.33%
12,390
+361
77
$1.3M 0.33%
7,733
+2,210
78
$1.28M 0.33%
6,448
+188
79
$1.27M 0.33%
16,400
-4,852
80
$1.27M 0.32%
2,126
+11
81
$1.26M 0.32%
25,460
+3,860
82
$1.24M 0.32%
13,452
+875
83
$1.24M 0.32%
4,712
+42
84
$1.22M 0.31%
16,972
+5,516
85
$1.22M 0.31%
6,984
+488
86
$1.21M 0.31%
2,304
-70
87
$1.21M 0.31%
12,624
-150
88
$1.21M 0.31%
71,038
-600
89
$1.2M 0.31%
29,675
+6,186
90
$1.15M 0.29%
4,512
-467
91
$1.14M 0.29%
22,600
-3,600
92
$1.14M 0.29%
66,481
+44
93
$1.13M 0.29%
26,500
+2,279
94
$1.11M 0.28%
3,112
95
$1.1M 0.28%
17,888
+125
96
$1.08M 0.28%
3,453
-53
97
$1.03M 0.26%
6,335
98
$1M 0.26%
50,000
99
$994K 0.25%
5,846
+317
100
$982K 0.25%
9,768
-181
2 3
4
5 6