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
476
$15.3K ﹤0.01%
505
477
$15.1K ﹤0.01%
205
478
$15K ﹤0.01%
241
479
$15K ﹤0.01%
300
480
$14.9K ﹤0.01%
176
+1
481
$14.8K ﹤0.01%
549
482
$14.7K ﹤0.01%
130
483
$14.6K ﹤0.01%
1,614
484
$14.6K ﹤0.01%
40
485
$14.4K ﹤0.01%
400
486
$14.3K ﹤0.01%
99
487
$14.3K ﹤0.01%
920
488
$14.2K ﹤0.01%
76
489
$13.9K ﹤0.01%
83
490
$13.7K ﹤0.01%
231
491
$13.6K ﹤0.01%
364
492
$13.6K ﹤0.01%
300
+100
493
$13.4K ﹤0.01%
145
494
$13.4K ﹤0.01%
1,850
495
$13.4K ﹤0.01%
150
496
$13.4K ﹤0.01%
421
-19
497
$13.2K ﹤0.01%
80
498
$13.2K ﹤0.01%
250
499
$13K ﹤0.01%
475
500
$13K ﹤0.01%
400
+50
18 19
20
21 22