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
176
$245K 0.07%
6,175
+1,250
177
$244K 0.07%
2,271
-1,033
178
$244K 0.07%
4,678
-513
179
$243K 0.07%
21,200
180
$236K 0.07%
580
181
$230K 0.06%
9,662
-175
182
$226K 0.06%
1,350
183
$222K 0.06%
5,040
-7,250
184
$221K 0.06%
1,750
185
$219K 0.06%
3,660
+100
186
$219K 0.06%
968
+2
187
$216K 0.06%
450
188
$214K 0.06%
5,815
-50
189
$209K 0.06%
2,928
190
$209K 0.06%
2,000
191
$208K 0.06%
920
192
$206K 0.06%
2,847
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193
$200K 0.06%
494
194
$198K 0.06%
2,788
195
$196K 0.06%
1,119
-40
196
$196K 0.06%
5,073
197
$195K 0.06%
886
+35
198
$195K 0.06%
4,756
199
$193K 0.05%
3,168
200
$193K 0.05%
4,250
-300
6 7
8
9 10