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
101
$868K 0.25%
2,362
+168
102
$863K 0.24%
5,678
-60
103
$852K 0.24%
16,591
-8,615
104
$849K 0.24%
19,573
+5,090
105
$829K 0.23%
22,780
106
$824K 0.23%
11,112
+34
107
$774K 0.22%
88,290
+27,725
108
$768K 0.22%
7,056
109
$765K 0.22%
5,209
110
$762K 0.22%
3,388
-28
111
$761K 0.21%
5,229
112
$756K 0.21%
9,023
-1,669
113
$737K 0.21%
4,463
-50
114
$716K 0.2%
4,714
115
$670K 0.19%
13,704
+408
116
$663K 0.19%
1,500
-10
117
$650K 0.18%
2,484
-300
118
$624K 0.18%
6,236
-6,159
119
$613K 0.17%
7,370
-50
120
$597K 0.17%
2,094
121
$595K 0.17%
5,186
-100
122
$593K 0.17%
1,288
123
$573K 0.16%
7,715
+4
124
$560K 0.16%
7,040
+2,415
125
$557K 0.16%
6,860
3 4
5
6 7