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
426
$41.8K 0.01%
1,164
427
$41.8K 0.01%
79
+67
428
$41.6K 0.01%
900
429
$41.3K 0.01%
316
+216
430
$41.2K 0.01%
72
+51
431
$41.2K 0.01%
149
+99
432
$40.8K 0.01%
143
433
$40.8K 0.01%
97
+61
434
$40.7K 0.01%
650
435
$40.4K 0.01%
1,300
436
$40.1K 0.01%
1,834
437
$39.8K 0.01%
300
438
$39.8K 0.01%
300
439
$39.6K 0.01%
500
-803
440
$38.9K 0.01%
180
+159
441
$38.8K 0.01%
+1,154
442
$38.5K 0.01%
458
+108
443
$38.4K 0.01%
578
+223
444
$38.4K 0.01%
1,137
+958
445
$38.4K 0.01%
356
446
$38K 0.01%
116
+16
447
$37.9K 0.01%
36
448
$37.8K 0.01%
907
449
$37.7K 0.01%
10,800
+1,000
450
$37.6K 0.01%
3,500
16 17
18
19 20