WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
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
+$725K
4
AMZN icon
Amazon
AMZN
+$466K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$405K

Top Sells

1
+$987K
2
+$986K
3
+$817K
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$696K
5
HROW icon
Harrow
HROW
+$669K

Sector Composition

1 Technology 16.1%
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
351
$38.6K 0.01%
1,950
352
$38.5K 0.01%
460
353
$38.5K 0.01%
400
354
$38.1K 0.01%
295
355
$37.7K 0.01%
1,075
356
$37.5K 0.01%
196
357
$36.7K 0.01%
165
358
$36.6K 0.01%
1,300
359
$36.5K 0.01%
1,070
360
$36.3K 0.01%
827
361
$35.5K 0.01%
425
362
$35.2K 0.01%
300
363
$34.8K 0.01%
414
364
$34.6K 0.01%
1,300
+175
365
$34.5K 0.01%
2,500
+400
366
$34.5K 0.01%
638
367
$34.4K 0.01%
3,500
368
$34.2K 0.01%
276
369
$34.2K 0.01%
256
370
$34.2K 0.01%
318
371
$34.1K 0.01%
1,000
372
$33.9K 0.01%
1,250
373
$33.7K 0.01%
300
374
$33.2K 0.01%
492
375
$33.2K 0.01%
466
+1
13 14
15
16 17