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
$43.8M
AUM Growth
+$463K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1 +$1.45M
2 +$899K
3 +$850K
4
HTAB icon
Hartford Schroders Tax-Aware Bond ETF
HTAB
+$651K
5
COHR icon
Coherent
COHR
+$562K

Top Sells

1 +$6.17M
2 +$1.06M
3 +$346K
4
ORCL icon
Oracle
ORCL
+$338K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$317K

Sector Composition

1 Technology 20.34%
2 Industrials 10.14%
3 Communication Services 8.5%
4 Healthcare 7.91%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$28 ﹤0.01%
324
402
$28 ﹤0.01%
135
403
$28 ﹤0.01%
43
-3
404
$28 ﹤0.01%
2,290
405
$27 ﹤0.01%
1,460
406
$27 ﹤0.01%
779
407
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99
408
$26 ﹤0.01%
625
409
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267
410
$25 ﹤0.01%
560
411
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130
412
$25 ﹤0.01%
290
+90
413
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+227
414
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530
415
$24 ﹤0.01%
+288
416
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385
417
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400
418
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51
419
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-334
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$24 ﹤0.01%
132
+7
421
$23 ﹤0.01%
337
422
$23 ﹤0.01%
155
423
$23 ﹤0.01%
374
424
$23 ﹤0.01%
308
425
$23 ﹤0.01%
400
+125