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
151
$418K 0.11%
34,175
-24,583
152
$415K 0.11%
4,000
153
$387K 0.1%
2,280
154
$387K 0.1%
1,244
+77
155
$368K 0.09%
2,469
156
$367K 0.09%
7,156
+204
157
$364K 0.09%
8,600
-150
158
$355K 0.09%
811
+18
159
$353K 0.09%
13,552
-1,300
160
$352K 0.09%
8,029
-1,400
161
$349K 0.09%
3,197
-48
162
$343K 0.09%
3,055
163
$328K 0.08%
6,086
-77
164
$323K 0.08%
5,421
-9,579
165
$319K 0.08%
6,171
166
$315K 0.08%
3,350
167
$314K 0.08%
3,731
-400
168
$304K 0.08%
2,495
169
$293K 0.07%
26,750
170
$287K 0.07%
5,616
171
$285K 0.07%
2,585
-250
172
$284K 0.07%
3,000
173
$277K 0.07%
1,004
+84
174
$274K 0.07%
572
175
$271K 0.07%
9,399
-2,466
5 6
7
8 9