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
626
$5.87K ﹤0.01%
100
627
$5.84K ﹤0.01%
30
628
$5.8K ﹤0.01%
61
629
$5.73K ﹤0.01%
596
-33
630
$5.62K ﹤0.01%
47
631
$5.61K ﹤0.01%
905
+43
632
$5.61K ﹤0.01%
65
633
$5.61K ﹤0.01%
500
-49
634
$5.6K ﹤0.01%
50
-25
635
$5.58K ﹤0.01%
301
636
$5.5K ﹤0.01%
28
637
$5.49K ﹤0.01%
225
638
$5.46K ﹤0.01%
183
639
$5.44K ﹤0.01%
103
640
$5.44K ﹤0.01%
28
641
$5.39K ﹤0.01%
104
642
$5.29K ﹤0.01%
+100
643
$5.26K ﹤0.01%
175
644
$5.13K ﹤0.01%
218
-40
645
$5.12K ﹤0.01%
107
646
$5.11K ﹤0.01%
84
647
$5.1K ﹤0.01%
200
648
$5.07K ﹤0.01%
28
649
$5.04K ﹤0.01%
100
650
$5K ﹤0.01%
10
24 25
26
27 28