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
$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
501
$14 ﹤0.01%
2,290
502
$13 ﹤0.01%
549
503
$13 ﹤0.01%
300
504
$13 ﹤0.01%
85
-59
505
$13 ﹤0.01%
150
506
$13 ﹤0.01%
364
507
$13 ﹤0.01%
598
508
$13 ﹤0.01%
301
+251
509
$13 ﹤0.01%
205
510
$13 ﹤0.01%
99
511
$13 ﹤0.01%
130
512
$13 ﹤0.01%
33
513
$13 ﹤0.01%
513
514
$13 ﹤0.01%
308
515
$12 ﹤0.01%
1,250
516
$12 ﹤0.01%
300
517
$12 ﹤0.01%
448
518
$12 ﹤0.01%
54
519
$12 ﹤0.01%
352
520
$12 ﹤0.01%
400
521
$12 ﹤0.01%
241
522
$12 ﹤0.01%
83
523
$12 ﹤0.01%
440
524
$12 ﹤0.01%
500
525
$12 ﹤0.01%
580
19 20
21
22 23