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
601
$7.18K ﹤0.01%
50
602
$7.08K ﹤0.01%
50
603
$7.06K ﹤0.01%
100
604
$7.06K ﹤0.01%
100
605
$7.05K ﹤0.01%
375
-200
606
$7K ﹤0.01%
100
607
$6.95K ﹤0.01%
300
-165
608
$6.91K ﹤0.01%
200
609
$6.88K ﹤0.01%
43
610
$6.88K ﹤0.01%
350
611
$6.85K ﹤0.01%
126
612
$6.81K ﹤0.01%
156
613
$6.8K ﹤0.01%
38
614
$6.79K ﹤0.01%
279
615
$6.69K ﹤0.01%
225
616
$6.68K ﹤0.01%
50
617
$6.57K ﹤0.01%
158
618
$6.54K ﹤0.01%
205
619
$6.41K ﹤0.01%
50
620
$6.2K ﹤0.01%
650
621
$6.15K ﹤0.01%
70
622
$5.98K ﹤0.01%
96
623
$5.96K ﹤0.01%
115
624
$5.92K ﹤0.01%
500
625
$5.91K ﹤0.01%
136
23 24
25
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