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
401
$28.8K 0.01%
600
402
$28.8K 0.01%
575
-50
403
$28.7K 0.01%
550
404
$28.3K 0.01%
481
405
$28.3K 0.01%
509
406
$28.2K 0.01%
350
407
$28.1K 0.01%
2,650
408
$27.9K 0.01%
800
409
$27.9K 0.01%
240
410
$27.8K 0.01%
652
411
$27.7K 0.01%
500
412
$27.5K 0.01%
456
413
$27.4K 0.01%
718
414
$27.1K 0.01%
1,460
415
$26.8K 0.01%
430
416
$26.8K 0.01%
322
417
$26.2K 0.01%
1,116
418
$26K 0.01%
600
419
$25.7K 0.01%
545
+5
420
$25.5K 0.01%
200
421
$25.1K 0.01%
1,500
422
$24.9K 0.01%
268
-51
423
$24.9K 0.01%
217
424
$24.8K 0.01%
625
-5,820
425
$24.8K 0.01%
317
+75
15 16
17
18 19