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
1
$18.3M 4.68%
95,089
-1,191
2
$13.5M 3.45%
32,953
+406
3
$13.2M 3.38%
118,505
+17,176
4
$12.7M 3.25%
53,566
+1,728
5
$9.49M 2.43%
25,231
-85
6
$9.39M 2.4%
152,578
-5,222
7
$7.85M 2.01%
51,697
-10
8
$7.54M 1.93%
107,235
+2,428
9
$7.12M 1.82%
141,684
+10,654
10
$6.91M 1.77%
69,633
-634
11
$6.37M 1.63%
20,916
+685
12
$6.06M 1.55%
43,402
-14
13
$5.77M 1.48%
33,873
-183
14
$5.52M 1.41%
15,597
-67
15
$5.34M 1.37%
115,972
+650
16
$5.17M 1.32%
51,788
+5,218
17
$5.07M 1.3%
10,822
-22
18
$4.98M 1.27%
25,889
-398
19
$4.93M 1.26%
62,467
-1,677
20
$4.92M 1.26%
34,877
+76
21
$4.4M 1.12%
23,009
+120
22
$4.34M 1.11%
86,900
+2,480
23
$4.3M 1.1%
85,950
-250
24
$4.05M 1.03%
7,058
-52
25
$3.87M 0.99%
425,090
+5,625
1
2 3 4 5