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
501
$29.4K 0.01%
+1,033
502
$29.3K 0.01%
+161
503
$29.2K 0.01%
92
504
$29.2K 0.01%
620
505
$29.1K 0.01%
279
506
$29.1K 0.01%
500
-160
507
$29K 0.01%
167
508
$28.9K 0.01%
931
+100
509
$28.9K 0.01%
301
510
$28.7K 0.01%
5
+4
511
$28.5K 0.01%
375
+127
512
$28.5K 0.01%
1,500
513
$28.2K 0.01%
+9,218
514
$27.8K 0.01%
90
+40
515
$27.3K 0.01%
341
516
$27.3K 0.01%
114
+22
517
$27K 0.01%
469
+259
518
$27K 0.01%
933
+233
519
$26.8K 0.01%
200
+104
520
$26.7K 0.01%
218
+100
521
$26.7K 0.01%
700
522
$26.6K ﹤0.01%
600
523
$26.5K ﹤0.01%
34
+21
524
$26.4K ﹤0.01%
205
525
$26.2K ﹤0.01%
249
+199
19 20
21
22 23