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
401
$51.3K 0.01%
210
402
$50.8K 0.01%
420
+25
403
$50.1K 0.01%
1,107
+259
404
$49.4K 0.01%
21,375
-67,825
405
$49.2K 0.01%
799
+299
406
$48.4K 0.01%
834
407
$47.8K 0.01%
1,869
408
$47.7K 0.01%
1,095
+736
409
$47.6K 0.01%
1,642
+1,302
410
$47.6K 0.01%
406
-13
411
$47.5K 0.01%
991
+431
412
$47.1K 0.01%
+1,031
413
$46.7K 0.01%
1,200
414
$46.6K 0.01%
103
+73
415
$44.8K 0.01%
27,000
416
$44.5K 0.01%
142
+32
417
$44K 0.01%
554
418
$43.4K 0.01%
150
+132
419
$43.2K 0.01%
230
420
$43K 0.01%
335
421
$43K 0.01%
650
422
$42.9K 0.01%
700
423
$42.8K 0.01%
81
+31
424
$42.7K 0.01%
1,867
425
$42.2K 0.01%
300
15 16
17
18 19