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
551
$24.1K ﹤0.01%
123
+76
552
$23.6K ﹤0.01%
556
+125
553
$23.4K ﹤0.01%
990
554
$23.3K ﹤0.01%
241
+91
555
$23.3K ﹤0.01%
+116
556
$23.2K ﹤0.01%
217
+67
557
$23.1K ﹤0.01%
76
558
$23.1K ﹤0.01%
505
559
$23.1K ﹤0.01%
246
560
$23K ﹤0.01%
600
561
$23K ﹤0.01%
421
562
$23K ﹤0.01%
1,102
+902
563
$22.9K ﹤0.01%
+224
564
$22.9K ﹤0.01%
41
+33
565
$22.9K ﹤0.01%
2,100
566
$22.6K ﹤0.01%
132
+57
567
$22.6K ﹤0.01%
1,000
568
$22.4K ﹤0.01%
160
569
$22.4K ﹤0.01%
216
570
$22.3K ﹤0.01%
245
+100
571
$22.2K ﹤0.01%
+165
572
$22K ﹤0.01%
+169
573
$21.9K ﹤0.01%
222
+193
574
$21.7K ﹤0.01%
+68
575
$21.6K ﹤0.01%
178
+101