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
751
$722 ﹤0.01%
10
752
– –
0
753
$680 ﹤0.01%
55
754
$671 ﹤0.01%
62
755
$663 ﹤0.01%
10
756
$660 ﹤0.01%
13
757
$614 ﹤0.01%
100
758
$529 ﹤0.01%
38
759
$433 ﹤0.01%
50
760
$431 ﹤0.01%
35
761
$404 ﹤0.01%
8
762
$394 ﹤0.01%
14
-8
763
$385 ﹤0.01%
26
764
$323 ﹤0.01%
31
765
$315 ﹤0.01%
12
766
$288 ﹤0.01%
7
-17
767
$285 ﹤0.01%
35
768
$270 ﹤0.01%
100
769
$269 ﹤0.01%
42
770
$209 ﹤0.01%
66
771
$197 ﹤0.01%
94
772
$155 ﹤0.01%
9
773
$137 ﹤0.01%
7
774
$122 ﹤0.01%
1
775
$117 ﹤0.01%
75
29 30
31
32 33