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
451
$19.7K 0.01%
146
452
$19.5K 0.01%
300
453
$19.2K 0.01%
385
454
$19.1K 0.01%
293
455
$18.7K 0.01%
205
456
$18.6K 0.01%
1,000
457
$18.5K 0.01%
239
-400
458
$18.1K 0.01%
300
459
$18K 0.01%
33
460
$18K 0.01%
600
461
$17.9K 0.01%
540
462
$17.8K 0.01%
330
463
$17.8K 0.01%
500
464
$17.6K 0.01%
51
465
$17.4K 0.01%
279
466
$17.2K 0.01%
476
467
$16.6K ﹤0.01%
300
468
$16.6K ﹤0.01%
355
469
$16.5K ﹤0.01%
524
+4
470
$16.4K ﹤0.01%
598
471
$16.2K ﹤0.01%
311
472
$16.1K ﹤0.01%
352
473
$15.9K ﹤0.01%
228
474
$15.9K ﹤0.01%
85
475
$15.5K ﹤0.01%
308