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
726
$1.51K ﹤0.01%
66
727
$1.5K ﹤0.01%
185
-100
728
$1.38K ﹤0.01%
500
729
$1.37K ﹤0.01%
400
730
$1.3K ﹤0.01%
300
731
$1.29K ﹤0.01%
62
732
$1.22K ﹤0.01%
36
733
$1.22K ﹤0.01%
24
734
$1.2K ﹤0.01%
59
735
$1.11K ﹤0.01%
29
736
$1.11K ﹤0.01%
25
737
$1.11K ﹤0.01%
46
738
$1.1K ﹤0.01%
100
739
$1.08K ﹤0.01%
800
740
$1.05K ﹤0.01%
100
741
$1.05K ﹤0.01%
98
742
$1.01K ﹤0.01%
100
743
$996 ﹤0.01%
28
744
$932 ﹤0.01%
+49
745
$912 ﹤0.01%
50
746
$906 ﹤0.01%
100
747
$880 ﹤0.01%
517
748
$862 ﹤0.01%
15
749
$823 ﹤0.01%
10
750
$815 ﹤0.01%
100
28 29
30
31 32