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
551
$9.67K ﹤0.01%
100
552
$9.63K ﹤0.01%
393
553
$9.55K ﹤0.01%
525
554
$9.53K ﹤0.01%
127
+51
555
$9.46K ﹤0.01%
1,300
556
$9.46K ﹤0.01%
1,300
557
$9.45K ﹤0.01%
85
+1
558
$9.43K ﹤0.01%
152
559
$9.43K ﹤0.01%
107
560
$9.41K ﹤0.01%
227
561
$9.4K ﹤0.01%
989
562
$9.39K ﹤0.01%
172
563
$9.29K ﹤0.01%
1,500
+500
564
$9.24K ﹤0.01%
600
565
$8.94K ﹤0.01%
900
+400
566
$8.85K ﹤0.01%
+250
567
$8.85K ﹤0.01%
400
568
$8.74K ﹤0.01%
30
-25
569
$8.71K ﹤0.01%
100
570
$8.7K ﹤0.01%
102
571
$8.66K ﹤0.01%
294
572
$8.59K ﹤0.01%
141
573
$8.56K ﹤0.01%
100
574
$8.5K ﹤0.01%
486
-30
575
$8.42K ﹤0.01%
114
-50
21 22
23
24 25