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
526
$11.1K ﹤0.01%
170
527
$11K ﹤0.01%
744
528
$11K ﹤0.01%
304
+2
529
$10.7K ﹤0.01%
+168
530
$10.6K ﹤0.01%
52
531
$10.6K ﹤0.01%
500
532
$10.5K ﹤0.01%
84
533
$10.5K ﹤0.01%
134
534
$10.4K ﹤0.01%
400
535
$10.4K ﹤0.01%
+172
536
$10.3K ﹤0.01%
1,700
-450
537
$10.3K ﹤0.01%
227
538
$10.2K ﹤0.01%
250
539
$10.2K ﹤0.01%
100
-100
540
$10.1K ﹤0.01%
520
541
$10.1K ﹤0.01%
487
542
$10.1K ﹤0.01%
240
-208
543
$10K ﹤0.01%
1,200
544
$9.94K ﹤0.01%
130
545
$9.84K ﹤0.01%
386
546
$9.83K ﹤0.01%
210
547
$9.83K ﹤0.01%
100
548
$9.81K ﹤0.01%
4,400
549
$9.79K ﹤0.01%
+700
550
$9.78K ﹤0.01%
167
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