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
76
$1.23M 0.36%
63,470
-11,915
77
$1.17M 0.34%
73,663
-7,725
78
$1.17M 0.34%
4,586
-198
79
$1.15M 0.34%
12,427
+1,900
80
$1.14M 0.33%
2,403
-141
81
$1.13M 0.33%
66,378
+16
82
$1.11M 0.33%
3,870
-464
83
$1.09M 0.32%
68,430
-9,265
84
$1.04M 0.31%
12,941
-1,158
85
$1.03M 0.3%
11,366
-12
86
$984K 0.29%
18,859
-3,434
87
$970K 0.28%
3,142
+58
88
$952K 0.28%
14,483
-1,667
89
$945K 0.28%
4,730
-40
90
$945K 0.28%
15,880
-249
91
$940K 0.28%
6,090
+350
92
$911K 0.27%
44,612
-2,900
93
$906K 0.27%
2,638
-90
94
$888K 0.26%
10,692
-309
95
$877K 0.26%
10,589
+186
96
$876K 0.26%
9,983
+19
97
$876K 0.26%
21,817
+464
98
$875K 0.26%
7,125
99
$863K 0.25%
6,556
+350
100
$851K 0.25%
22,780
2 3
4
5 6