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
376
$60.3K 0.01%
2,625
377
$60.1K 0.01%
617
+557
378
$59.6K 0.01%
449
+49
379
$59.5K 0.01%
1,140
380
$58.7K 0.01%
3,300
-250
381
$58.5K 0.01%
500
382
$58.5K 0.01%
340
+155
383
$58K 0.01%
217
+65
384
$58K 0.01%
1,017
385
$57.3K 0.01%
372
+72
386
$57K 0.01%
805
+455
387
$56.9K 0.01%
600
388
$56K 0.01%
+2,500
389
$55.9K 0.01%
350
-75
390
$54.6K 0.01%
1,044
391
$54.4K 0.01%
1,300
392
$54.4K 0.01%
865
+227
393
$54K 0.01%
803
394
$53.5K 0.01%
1,350
395
$53.4K 0.01%
562
396
$52.7K 0.01%
501
+85
397
$52.3K 0.01%
758
+258
398
$52.2K 0.01%
702
+86
399
$51.9K 0.01%
816
400
$51.5K 0.01%
110
14 15
16
17 18