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
126
$487K 0.14%
3,969
127
$485K 0.14%
7,119
+124
128
$484K 0.14%
11,560
+103
129
$481K 0.14%
6,945
-59
130
$474K 0.14%
8,950
131
$468K 0.14%
9,561
-150
132
$467K 0.14%
21,700
133
$461K 0.14%
4,207
134
$452K 0.13%
14,485
+1
135
$444K 0.13%
4,786
136
$443K 0.13%
7,984
-816
137
$442K 0.13%
13,579
-2,972
138
$440K 0.13%
1,500
139
$432K 0.13%
2,370
140
$425K 0.12%
4,625
-295
141
$423K 0.12%
2,850
-48
142
$405K 0.12%
4,131
-200
143
$403K 0.12%
2,469
144
$403K 0.12%
1,364
+1
145
$402K 0.12%
12,290
+100
146
$400K 0.12%
8,645
+300
147
$386K 0.11%
60,565
+2,350
148
$381K 0.11%
10,054
-450
149
$381K 0.11%
8,015
150
$378K 0.11%
5,180
-330
4 5
6
7 8