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
376
$32.8K 0.01%
600
377
$32.3K 0.01%
1,000
378
$32.2K 0.01%
350
379
$32.1K 0.01%
+391
380
$32.1K 0.01%
575
381
$31.6K 0.01%
300
382
$31.5K 0.01%
248
-49
383
$31.4K 0.01%
727
384
$31.3K 0.01%
600
+100
385
$31.3K 0.01%
575
386
$31.3K 0.01%
102
387
$31.1K 0.01%
256
388
$31.1K 0.01%
130
389
$30.9K 0.01%
200
390
$30.7K 0.01%
3,350
+800
391
$30.7K 0.01%
480
392
$30.7K 0.01%
1,789
-240
393
$30.4K 0.01%
356
394
$30.4K 0.01%
562
395
$30.1K 0.01%
779
396
$30.1K 0.01%
1,510
397
$30K 0.01%
175
398
$29.9K 0.01%
301
399
$29.5K 0.01%
12
400
$29.4K 0.01%
700
14 15
16
17 18