We are live on ! Find out more
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
$43.8M
AUM Growth
+$463K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$899K
3
+$850K
4
HTAB icon
Hartford Schroders Tax-Aware Bond ETF
HTAB
+$651K
5
COHR icon
Coherent
COHR
+$562K

Top Sells

1
+$6.17M
2
+$1.06M
3
+$346K
4
ORCL icon
Oracle
ORCL
+$338K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$317K

Sector Composition

1 Technology 20.34%
2 Industrials 10.14%
3 Communication Services 8.5%
4 Healthcare 7.91%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$13 ﹤0.01%
227
502
$13 ﹤0.01%
339
503
$13 ﹤0.01%
33
504
$13 ﹤0.01%
100
505
$13 ﹤0.01%
600
-2,025
506
$13 ﹤0.01%
28
+1
507
$13 ﹤0.01%
170
508
$13 ﹤0.01%
100
509
$13 ﹤0.01%
203
510
$12 ﹤0.01%
511
511
$12 ﹤0.01%
595
512
$12 ﹤0.01%
177
513
$12 ﹤0.01%
134
514
$12 ﹤0.01%
205
515
$12 ﹤0.01%
83
516
$12 ﹤0.01%
126
517
$12 ﹤0.01%
107
518
$12 ﹤0.01%
474
519
$11 ﹤0.01%
36
520
$11 ﹤0.01%
45
-550
521
$11 ﹤0.01%
500
522
$11 ﹤0.01%
182
523
$11 ﹤0.01%
125
524
$11 ﹤0.01%
100
525
$11 ﹤0.01%
393
19 20
21
22 23