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
476
$32.2K 0.01%
295
477
$32.1K 0.01%
+139
478
$32.1K 0.01%
416
+160
479
$32K 0.01%
1,754
480
$32K 0.01%
+323
481
$32K 0.01%
238
482
$31.9K 0.01%
+385
483
$31.8K 0.01%
585
484
$31.8K 0.01%
259
485
$31.4K 0.01%
267
486
$31.2K 0.01%
214
+49
487
$31.1K 0.01%
150
488
$31K 0.01%
58
489
$30.7K 0.01%
+510
490
$30.3K 0.01%
138
+38
491
$30.3K 0.01%
139
+109
492
$30.1K 0.01%
+3,644
493
$29.9K 0.01%
105
+73
494
$29.8K 0.01%
351
+101
495
$29.8K 0.01%
300
496
$29.8K 0.01%
+242
497
$29.7K 0.01%
395
498
$29.6K 0.01%
260
+2
499
$29.6K 0.01%
132
+40
500
$29.5K 0.01%
370
+92
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