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
176
$250K 0.07%
5,191
177
$246K 0.07%
3,317
+1,385
178
$243K 0.07%
1,159
+50
179
$241K 0.07%
21,200
180
$240K 0.07%
37,105
+6,715
181
$236K 0.07%
3,379
182
$235K 0.07%
572
-12
183
$227K 0.07%
2,928
-7,431
184
$225K 0.07%
3,560
185
$225K 0.07%
1,357
186
$218K 0.06%
580
+1
187
$206K 0.06%
450
188
$205K 0.06%
3,100
189
$204K 0.06%
494
190
$203K 0.06%
2,844
191
$203K 0.06%
4,550
192
$202K 0.06%
2,000
193
$197K 0.06%
39,200
-1,000
194
$195K 0.06%
4,756
195
$193K 0.06%
966
+1
196
$193K 0.06%
2,507
197
$192K 0.06%
2,788
198
$190K 0.06%
920
199
$189K 0.06%
3,000
-500
200
$188K 0.06%
4,925
+220
6 7
8
9 10