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
451
$37.4K 0.01%
2,000
452
$37K 0.01%
697
+132
453
$36.9K 0.01%
175
454
$36.6K 0.01%
460
455
$36.4K 0.01%
+1,430
456
$36.1K 0.01%
121
457
$36.1K 0.01%
487
+387
458
$36K 0.01%
389
+89
459
$35.2K 0.01%
+2,359
460
$35K 0.01%
293
+151
461
$34.8K 0.01%
900
462
$34.4K 0.01%
2,500
+1,000
463
$34.4K 0.01%
130
+117
464
$34.2K 0.01%
1,667
465
$34.1K 0.01%
+169
466
$33.9K 0.01%
123
+63
467
$33.7K 0.01%
837
+451
468
$33.6K 0.01%
1,667
469
$33.5K 0.01%
+719
470
$33.4K 0.01%
+680
471
$33.2K 0.01%
+562
472
$32.9K 0.01%
209
473
$32.8K 0.01%
1,334
474
$32.6K 0.01%
432
+97
475
$32.4K 0.01%
310
17 18
19
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