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
276
$76.4K 0.02%
1,875
277
$76.3K 0.02%
3,420
-1,100
278
$76.2K 0.02%
1,000
279
$73.8K 0.02%
3,000
280
$73.1K 0.02%
737
281
$73.1K 0.02%
200
282
$72.8K 0.02%
319
283
$72.3K 0.02%
500
+108
284
$71.8K 0.02%
1,174
285
$70.5K 0.02%
2,733
286
$70K 0.02%
245
287
$69.8K 0.02%
3,000
288
$68.7K 0.02%
1,811
289
$67.7K 0.02%
2,712
+930
290
$67.4K 0.02%
982
-20
291
$66.9K 0.02%
375
292
$66.4K 0.02%
252
293
$64.7K 0.02%
671
294
$64.3K 0.02%
4,500
-900
295
$64.2K 0.02%
4,700
296
$63.8K 0.02%
1,050
297
$61.3K 0.02%
1,121
-10
298
$60.9K 0.02%
400
299
$60.8K 0.02%
1,110
+100
300
$60.1K 0.02%
504
10 11
12
13 14