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
26
$3.19M 0.94%
150,609
-39,230
27
$3.16M 0.93%
24,743
-32
28
$2.89M 0.85%
18,129
-310
29
$2.86M 0.84%
7,223
-1,944
30
$2.77M 0.81%
33,305
-3,140
31
$2.66M 0.78%
684,014
-48,175
32
$2.62M 0.77%
81,294
+288
33
$2.59M 0.76%
10,706
-398
34
$2.53M 0.74%
37,903
-3,775
35
$2.43M 0.71%
29,575
+277
36
$2.4M 0.71%
50,571
+51
37
$2.34M 0.69%
48,820
+840
38
$2.28M 0.67%
369,215
-46,930
39
$2.24M 0.66%
21,902
-1,605
40
$2.21M 0.65%
25,153
-1,520
41
$2.16M 0.63%
22,317
+845
42
$2.1M 0.62%
43,229
+80
43
$2.05M 0.6%
8,589
+406
44
$1.99M 0.58%
517,301
-36,900
45
$1.98M 0.58%
37,793
+3,100
46
$1.96M 0.58%
18,196
+233
47
$1.95M 0.57%
39,908
+2,093
48
$1.92M 0.56%
9,102
+42
49
$1.88M 0.55%
25,504
+150
50
$1.81M 0.53%
9,586
-1,611
1
2
3 4 5