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
526
$26.2K ﹤0.01%
288
527
$26.2K ﹤0.01%
288
+127
528
$26.2K ﹤0.01%
151
+51
529
$26.1K ﹤0.01%
1,003
+224
530
$25.9K ﹤0.01%
109
+90
531
$25.9K ﹤0.01%
+617
532
$25.9K ﹤0.01%
544
+144
533
$25.8K ﹤0.01%
+14
534
$25.8K ﹤0.01%
282
+130
535
$25.8K ﹤0.01%
1,000
536
$25.6K ﹤0.01%
841
-970
537
$25.5K ﹤0.01%
32
+21
538
$25.4K ﹤0.01%
+512
539
$25.3K ﹤0.01%
324
540
$25.3K ﹤0.01%
200
541
$25.2K ﹤0.01%
200
542
$24.9K ﹤0.01%
265
543
$24.8K ﹤0.01%
+348
544
$24.8K ﹤0.01%
309
+3
545
$24.7K ﹤0.01%
62
546
$24.6K ﹤0.01%
352
-103
547
$24.5K ﹤0.01%
154
548
$24.5K ﹤0.01%
321
+82
549
$24.4K ﹤0.01%
464
550
$24.3K ﹤0.01%
330
20 21
22
23 24