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
501
$12.8K ﹤0.01%
17,000
502
$12.8K ﹤0.01%
2,290
503
$12.5K ﹤0.01%
331
504
$12.4K ﹤0.01%
+220
505
$12.3K ﹤0.01%
511
506
$12.3K ﹤0.01%
154
507
$12.3K ﹤0.01%
150
508
$12.2K ﹤0.01%
220
509
$12.1K ﹤0.01%
100
510
$12.1K ﹤0.01%
21
-20
511
$12.1K ﹤0.01%
400
-800
512
$11.7K ﹤0.01%
210
513
$11.7K ﹤0.01%
125
514
$11.7K ﹤0.01%
83
515
$11.7K ﹤0.01%
1,500
516
$11.5K ﹤0.01%
88
517
$11.5K ﹤0.01%
2,945
518
$11.5K ﹤0.01%
126
519
$11.4K ﹤0.01%
276
520
$11.4K ﹤0.01%
1,020
521
$11.3K ﹤0.01%
397
522
$11.2K ﹤0.01%
300
523
$11.2K ﹤0.01%
743
524
$11.2K ﹤0.01%
300
525
$11.2K ﹤0.01%
614
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