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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
526
$12 ﹤0.01%
76
527
$12 ﹤0.01%
224
528
$12 ﹤0.01%
+1,045
529
$12 ﹤0.01%
300
530
$12 ﹤0.01%
164
+10
531
$12 ﹤0.01%
300
532
$12 ﹤0.01%
154
533
$11 ﹤0.01%
511
534
$11 ﹤0.01%
80
535
$11 ﹤0.01%
1,500
536
$11 ﹤0.01%
162
537
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40
538
$11 ﹤0.01%
175
539
$11 ﹤0.01%
220
540
$11 ﹤0.01%
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541
$11 ﹤0.01%
52
542
$11 ﹤0.01%
126
543
$11 ﹤0.01%
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544
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331
545
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546
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547
$11 ﹤0.01%
150
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548
$10 ﹤0.01%
83
549
$10 ﹤0.01%
250
-26
550
$10 ﹤0.01%
250
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