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
701
$2.69K ﹤0.01%
200
-100
702
$2.67K ﹤0.01%
8
-3
703
$2.67K ﹤0.01%
50
-13,350
704
$2.64K ﹤0.01%
20
705
$2.48K ﹤0.01%
343
706
$2.47K ﹤0.01%
135
707
$2.46K ﹤0.01%
600
708
$2.44K ﹤0.01%
+89
709
$2.44K ﹤0.01%
41
710
$2.39K ﹤0.01%
26
711
$2.38K ﹤0.01%
100
712
$2.27K ﹤0.01%
300
713
$2.21K ﹤0.01%
330
714
$2.16K ﹤0.01%
38
715
$2.08K ﹤0.01%
50
716
$2.06K ﹤0.01%
100
717
$2.02K ﹤0.01%
100
718
$1.98K ﹤0.01%
128
719
$1.94K ﹤0.01%
100
720
$1.86K ﹤0.01%
35
721
$1.8K ﹤0.01%
40
722
$1.74K ﹤0.01%
62
723
$1.74K ﹤0.01%
68
724
$1.65K ﹤0.01%
24
725
$1.59K ﹤0.01%
125
27 28
29
30 31