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
251
$99.2K 0.03%
1,000
252
$98.8K 0.03%
406
253
$96.8K 0.03%
430
254
$95.6K 0.03%
1,000
255
$93.2K 0.03%
5,865
+880
256
$90.2K 0.03%
2,320
-100
257
$89.7K 0.03%
2,793
258
$88.6K 0.03%
885
259
$87.4K 0.03%
2,950
260
$86.6K 0.03%
3,000
261
$86K 0.03%
1,200
262
$84.8K 0.02%
2,610
-9,080
263
$84.4K 0.02%
1,800
264
$82.1K 0.02%
270
265
$81.8K 0.02%
370
+220
266
$81.8K 0.02%
250
267
$81.4K 0.02%
2,502
+975
268
$80.7K 0.02%
2,288
269
$80.6K 0.02%
1,510
+1
270
$79.2K 0.02%
1,018
271
$79.2K 0.02%
1,444
-103
272
$79K 0.02%
170
273
$79K 0.02%
909
274
$78.2K 0.02%
773
+65
275
$77.3K 0.02%
1,838
9 10
11
12 13