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
$539M
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,340
New
Increased
Reduced
Closed

Top Buys

1
+$873K
2
+$735K
3
+$689K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$648K
5
MLN icon
VanEck Long Muni ETF
MLN
+$580K

Top Sells

1
+$1.04M
2
+$1.02M
3
+$749K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$734K
5
TPC
Tutor Perini Cor
TPC
+$608K

Sector Composition

1 Technology 18.33%
2 Healthcare 7.47%
3 Industrials 7.01%
4 Communication Services 5.41%
5 Consumer Discretionary 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$83.8K 0.02%
5,000
327
$83.2K 0.02%
55
+5
328
$83.2K 0.02%
346
-25
329
$83K 0.02%
1,019
+219
330
$82.8K 0.02%
1,950
+1,050
331
$81.5K 0.02%
271
+132
332
$81.1K 0.02%
630
333
$80.1K 0.01%
2,231
-1,258
334
$79.2K 0.01%
625
+165
335
$79.1K 0.01%
166
+142
336
$79K 0.01%
105
+32
337
$77.9K 0.01%
1,256
-71
338
$77.3K 0.01%
734
+72
339
$76.3K 0.01%
770
+420
340
$76.2K 0.01%
8,750
-2,000
341
$75.8K 0.01%
689
-497
342
$75.8K 0.01%
3,000
343
$75.7K 0.01%
3,000
344
$75.5K 0.01%
+251
345
$75.4K 0.01%
2,458
-795
346
$75.1K 0.01%
1,290
+290
347
$74.6K 0.01%
2,948
+700
348
$74.5K 0.01%
1,096
-17
349
$74.4K 0.01%
20
+8
350
$74K 0.01%
1,838
12 13
14
15 16