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
101
$976K 0.25%
18,737
-4,106
102
$961K 0.25%
18,620
+485
103
$956K 0.24%
21,273
+2,650
104
$952K 0.24%
18,843
+252
105
$940K 0.24%
19,044
+3,524
106
$896K 0.23%
8,983
+2,003
107
$889K 0.23%
14,044
+5,075
108
$866K 0.22%
7,057
+1
109
$859K 0.22%
28,532
110
$849K 0.22%
2,184
-97
111
$830K 0.21%
21,268
-1,512
112
$819K 0.21%
9,073
-3,288
113
$758K 0.19%
16,120
+3,870
114
$754K 0.19%
14,800
+3,800
115
$750K 0.19%
19,250
+810
116
$744K 0.19%
3,382
117
$739K 0.19%
5,010
+240
118
$738K 0.19%
1,525
+55
119
$734K 0.19%
4,685
-40
120
$689K 0.18%
20,250
+750
121
$677K 0.17%
2,725
+226
122
$674K 0.17%
7,310
+450
123
$674K 0.17%
13,406
+406
124
$661K 0.17%
4,514
-100
125
$641K 0.16%
12,105
+775
3 4
5
6 7