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
$341M
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
861
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.24M
3
+$712K
4
AMZN icon
Amazon
AMZN
+$496K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$407K

Top Sells

1
+$1.05M
2
+$1.03M
3
+$830K
4
URI icon
United Rentals
URI
+$769K
5
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$713K

Sector Composition

1 Technology 16.11%
2 Healthcare 9.06%
3 Industrials 6.83%
4 Communication Services 4.53%
5 Consumer Discretionary 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$135K 0.04%
900
227
$130K 0.04%
7,218
228
$129K 0.04%
673
-20
229
$125K 0.04%
1,248
230
$124K 0.04%
1,558
-200
231
$122K 0.04%
1,337
232
$121K 0.04%
1,190
233
$119K 0.03%
2,353
234
$118K 0.03%
2,660
+1
235
$118K 0.03%
663
-170
236
$112K 0.03%
1,471
-571
237
$111K 0.03%
1,750
238
$111K 0.03%
3,697
239
$110K 0.03%
800
240
$109K 0.03%
2,350
+1,600
241
$107K 0.03%
693
242
$106K 0.03%
921
+700
243
$104K 0.03%
2,760
-1,000
244
$103K 0.03%
2,050
-325
245
$102K 0.03%
2,665
246
$102K 0.03%
815
247
$101K 0.03%
1,894
248
$100K 0.03%
3,275
+600
249
$99.7K 0.03%
738
250
$99.3K 0.03%
1,200
8 9
10
11 12