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
126
$639K 0.16%
91,175
+4,610
127
$601K 0.15%
7,670
+70
128
$594K 0.15%
11,814
-400
129
$584K 0.15%
6,966
+107
130
$580K 0.15%
7,427
-288
131
$578K 0.15%
1,275
132
$555K 0.14%
10,784
-250
133
$544K 0.14%
2,104
134
$539K 0.14%
2,805
135
$534K 0.14%
5,633
+847
136
$533K 0.14%
5,970
-1,250
137
$519K 0.13%
4,778
-365
138
$494K 0.13%
5,589
-2,090
139
$490K 0.13%
742
140
$486K 0.12%
21,700
141
$477K 0.12%
+26,157
142
$473K 0.12%
1,365
143
$471K 0.12%
41,865
+325
144
$466K 0.12%
1,500
145
$459K 0.12%
8,739
-300
146
$457K 0.12%
4,741
-36
147
$442K 0.11%
7,061
+50
148
$426K 0.11%
7,249
-303
149
$421K 0.11%
3,881
150
$421K 0.11%
4,207
4 5
6
7 8