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
426
$24.6K 0.01%
1,754
427
$24.5K 0.01%
2,695
+1,650
428
$24.2K 0.01%
493
429
$24.2K 0.01%
399
430
$24K 0.01%
267
431
$23.7K 0.01%
900
432
$23.6K 0.01%
560
433
$23.5K 0.01%
300
434
$22.9K 0.01%
554
+2
435
$22.7K 0.01%
300
-100
436
$21.9K 0.01%
1,941
437
$21.8K 0.01%
380
-170
438
$21.8K 0.01%
490
439
$21.4K 0.01%
99
440
$21.3K 0.01%
276
441
$21.2K 0.01%
160
442
$21K 0.01%
2,750
443
$20.8K 0.01%
600
444
$20.7K 0.01%
800
445
$20.6K 0.01%
356
446
$20.6K 0.01%
288
447
$20.6K 0.01%
550
448
$20.2K 0.01%
400
449
$20.1K 0.01%
500
450
$19.7K 0.01%
324