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
51
$1.74M 0.51%
18,969
-678
52
$1.72M 0.5%
8,868
+520
53
$1.67M 0.49%
29,002
+4,700
54
$1.64M 0.48%
40,538
+1,857
55
$1.63M 0.48%
12,238
-1,413
56
$1.63M 0.48%
3,973
+99
57
$1.58M 0.46%
28,679
58
$1.56M 0.46%
12,093
+341
59
$1.56M 0.46%
15,678
+465
60
$1.55M 0.45%
11,935
+665
61
$1.51M 0.44%
14,180
+911
62
$1.49M 0.44%
33,017
+9,040
63
$1.46M 0.43%
22,680
-300
64
$1.45M 0.43%
10,039
-7,145
65
$1.44M 0.42%
37,826
+808
66
$1.39M 0.41%
6,196
-394
67
$1.38M 0.41%
14,856
-1,214
68
$1.38M 0.41%
52,295
+200
69
$1.37M 0.4%
27,075
+73
70
$1.33M 0.39%
45,901
+2,350
71
$1.32M 0.39%
12,685
-100
72
$1.3M 0.38%
25,206
+1,931
73
$1.3M 0.38%
33,704
+642
74
$1.24M 0.36%
16,383
+115
75
$1.24M 0.36%
12,395
+1,909
1 2
3
4 5