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
676
$4.02K ﹤0.01%
69
677
$4K ﹤0.01%
11
678
$3.98K ﹤0.01%
173
679
$3.98K ﹤0.01%
100
680
$3.94K ﹤0.01%
+200
681
$3.91K ﹤0.01%
51
682
$3.85K ﹤0.01%
225
683
$3.8K ﹤0.01%
198
684
$3.78K ﹤0.01%
111
-2,500
685
$3.74K ﹤0.01%
135
686
$3.73K ﹤0.01%
300
687
$3.72K ﹤0.01%
265
688
$3.65K ﹤0.01%
422
689
$3.51K ﹤0.01%
242
690
$3.37K ﹤0.01%
250
691
$3.34K ﹤0.01%
22
692
$3.26K ﹤0.01%
37
-54
693
$3.22K ﹤0.01%
400
-81
694
$3.2K ﹤0.01%
1,200
695
$3.17K ﹤0.01%
61
-70
696
$3K ﹤0.01%
25
697
$2.93K ﹤0.01%
92
698
$2.89K ﹤0.01%
288
699
$2.78K ﹤0.01%
300
-50
700
$2.74K ﹤0.01%
100
-8,190
26 27
28
29 30