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
176
$268K 0.07%
17,200
+15,450
177
$265K 0.07%
3,100
178
$260K 0.07%
4,405
-22
179
$259K 0.07%
4,636
180
$257K 0.07%
2,000
181
$256K 0.07%
2,195
182
$252K 0.06%
3,479
-100
183
$249K 0.06%
1,749
-108
184
$248K 0.06%
509
+5
185
$233K 0.06%
789
186
$233K 0.06%
21,200
187
$228K 0.06%
450
188
$223K 0.06%
959
+23
189
$223K 0.06%
4,181
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190
$217K 0.06%
972
+2
191
$212K 0.05%
2,832
192
$209K 0.05%
1,571
193
$208K 0.05%
2,788
194
$206K 0.05%
4,834
+1,671
195
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3,579
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196
$204K 0.05%
3,168
197
$199K 0.05%
1,113
+213
198
$198K 0.05%
495
199
$197K 0.05%
1,831
-440
200
$195K 0.05%
4,556