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
326
$47.7K 0.01%
705
327
$45.8K 0.01%
1,200
328
$45.6K 0.01%
772
329
$45.2K 0.01%
500
330
$45.1K 0.01%
113
331
$44.4K 0.01%
637
332
$44.4K 0.01%
300
333
$44K 0.01%
1,000
-205
334
$44K 0.01%
662
335
$43.8K 0.01%
222
336
$43.7K 0.01%
267
337
$43.3K 0.01%
500
338
$42.5K 0.01%
609
-774
339
$42.5K 0.01%
2,000
340
$42.2K 0.01%
1,100
341
$41.4K 0.01%
597
342
$41.2K 0.01%
2,000
343
$41.1K 0.01%
50
-50
344
$40.7K 0.01%
400
345
$40.3K 0.01%
+500
346
$40.2K 0.01%
3,466
347
$40K 0.01%
630
348
$39.7K 0.01%
351
349
$39.5K 0.01%
520
350
$39.2K 0.01%
2,000
12 13
14
15 16