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
$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
State Street Health Care Select Sector SPDR ETF
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
201
$193K 0.05%
4,800
-3,800
202
$190K 0.05%
6,116
+330
203
$189K 0.05%
7,228
-297
204
$188K 0.05%
9,000
205
$186K 0.05%
1,264
+16
206
$183K 0.05%
10,895
-500
207
$182K 0.05%
614
208
$178K 0.05%
1,350
209
$177K 0.05%
1,191
210
$175K 0.04%
1,167
+126
211
$174K 0.04%
668
212
$173K 0.04%
+4,000
213
$172K 0.04%
2,453
214
$171K 0.04%
4,250
215
$169K 0.04%
2,248
-599
216
$168K 0.04%
1,850
217
$167K 0.04%
1,158
218
$167K 0.04%
1,460
219
$165K 0.04%
4,050
-1,765
220
$156K 0.04%
7,514
-34,818
221
$152K 0.04%
4,228
222
$151K 0.04%
2,000
223
$151K 0.04%
12,400
-7,000
224
$150K 0.04%
1,472
225
$148K 0.04%
1,428
7 8
9
10 11