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
351
$72.8K 0.01%
4,000
352
$72.7K 0.01%
1,480
+680
353
$71.6K 0.01%
133
+124
354
$71.3K 0.01%
1,692
+137
355
$70.8K 0.01%
500
356
$69.6K 0.01%
+1,372
357
$68.6K 0.01%
299
+127
358
$68.4K 0.01%
1,090
-470
359
$67.8K 0.01%
393
+62
360
$67.1K 0.01%
1,958
361
$66.8K 0.01%
344
362
$66.6K 0.01%
1,195
363
$66.5K 0.01%
265
+122
364
$64.7K 0.01%
857
365
$64.5K 0.01%
241
+125
366
$64.5K 0.01%
1,965
+490
367
$64K 0.01%
+876
368
$63.8K 0.01%
866
+150
369
$63.8K 0.01%
1,160
370
$63.5K 0.01%
300
371
$62.8K 0.01%
689
+339
372
$61.7K 0.01%
142
+98
373
$61.6K 0.01%
145
374
$61.4K 0.01%
1,296
375
$61.1K 0.01%
555
13 14
15
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