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
651
$4.97K ﹤0.01%
+180
652
$4.85K ﹤0.01%
700
653
$4.82K ﹤0.01%
44
654
$4.8K ﹤0.01%
140
-200
655
$4.75K ﹤0.01%
118
656
$4.7K ﹤0.01%
283
657
$4.68K ﹤0.01%
150
+100
658
$4.62K ﹤0.01%
85
659
$4.61K ﹤0.01%
39
+1
660
$4.54K ﹤0.01%
214
661
$4.53K ﹤0.01%
30
662
$4.43K ﹤0.01%
2,450
-50
663
$4.37K ﹤0.01%
110
-114
664
$4.36K ﹤0.01%
100
665
$4.36K ﹤0.01%
142
666
$4.35K ﹤0.01%
43
667
$4.22K ﹤0.01%
50
668
$4.2K ﹤0.01%
95
669
$4.17K ﹤0.01%
77
670
$4.16K ﹤0.01%
95
671
$4.15K ﹤0.01%
111
672
$4.11K ﹤0.01%
26
673
$4.1K ﹤0.01%
28
674
$4.1K ﹤0.01%
100
675
$4.03K ﹤0.01%
205
25 26
27
28 29