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
576
$8.3K ﹤0.01%
700
577
$8.25K ﹤0.01%
450
578
$8.22K ﹤0.01%
392
579
$8.14K ﹤0.01%
350
580
$8.12K ﹤0.01%
100
581
$8.1K ﹤0.01%
400
582
$8.08K ﹤0.01%
704
583
$7.95K ﹤0.01%
4,100
584
$7.9K ﹤0.01%
454
+86
585
$7.86K ﹤0.01%
2,000
586
$7.75K ﹤0.01%
296
587
$7.74K ﹤0.01%
480
588
$7.73K ﹤0.01%
166
589
$7.7K ﹤0.01%
1,210
590
$7.58K ﹤0.01%
+160
591
$7.54K ﹤0.01%
119
592
$7.54K ﹤0.01%
1,200
593
$7.46K ﹤0.01%
39
594
$7.46K ﹤0.01%
109
595
$7.37K ﹤0.01%
302
596
$7.31K ﹤0.01%
96
597
$7.28K ﹤0.01%
100
598
$7.28K ﹤0.01%
348
599
$7.28K ﹤0.01%
75
600
$7.21K ﹤0.01%
200
22 23
24
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