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WIM

Westside Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 28.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$41.8M
AUM Growth
-$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.4M
3
+$1.15M
4
MSFT icon
Microsoft
MSFT
+$1.11M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.01M

Top Sells

1
+$789K
2
+$604K
3
+$516K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$505K
5
HTAB icon
Hartford Schroders Tax-Aware Bond ETF
HTAB
+$472K

Sector Composition

1 Technology 24.41%
2 Industrials 10.09%
3 Healthcare 7.09%
4 Consumer Discretionary 6.83%
5 Communication Services 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$26 ﹤0.01%
130
427
$26 ﹤0.01%
456
+103
428
$26 ﹤0.01%
718
429
$26 ﹤0.01%
390
430
$26 ﹤0.01%
256
431
$26 ﹤0.01%
575
+75
432
$26 ﹤0.01%
430
433
$25 ﹤0.01%
1,116
434
$25 ﹤0.01%
102
435
$25 ﹤0.01%
563
+1
436
$25 ﹤0.01%
+1,500
437
$25 ﹤0.01%
779
438
$25 ﹤0.01%
655
439
$25 ﹤0.01%
675
+200
440
$24 ﹤0.01%
500
441
$24 ﹤0.01%
625
442
$24 ﹤0.01%
2,650
443
$24 ﹤0.01%
200
444
$24 ﹤0.01%
217
445
$23 ﹤0.01%
221
446
$23 ﹤0.01%
310
-475
447
$23 ﹤0.01%
399
448
$23 ﹤0.01%
500
449
$23 ﹤0.01%
175
+75
450
$23 ﹤0.01%
+613
16 17
18
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