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
301
$60K 0.02%
5,353
302
$59.9K 0.02%
322
-300
303
$59.9K 0.02%
428
+3
304
$59K 0.02%
1,000
305
$58.9K 0.02%
238
306
$58.9K 0.02%
6,500
307
$58.4K 0.02%
290
308
$58.3K 0.02%
1,123
309
$58K 0.02%
203
310
$57.3K 0.02%
334
311
$56.9K 0.02%
1,441
312
$56.9K 0.02%
415
+180
313
$56.2K 0.02%
345
314
$56K 0.02%
1,620
+50
315
$54.9K 0.02%
82
316
$53.1K 0.02%
4,535
317
$52.6K 0.02%
2,825
318
$51.5K 0.02%
961
-148
319
$51.2K 0.02%
425
-150
320
$50.8K 0.01%
800
321
$49.7K 0.01%
929
322
$49.5K 0.01%
19,550
323
$48.1K 0.01%
219
324
$48.1K 0.01%
346
+40
325
$47.9K 0.01%
500
11 12
13
14 15