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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
576
$8 ﹤0.01%
1,300
577
$8 ﹤0.01%
47
578
$8 ﹤0.01%
704
579
$8 ﹤0.01%
84
+1
580
$8 ﹤0.01%
276
+3
581
$8 ﹤0.01%
+75
582
$8 ﹤0.01%
387
583
$8 ﹤0.01%
393
584
$8 ﹤0.01%
150
585
$8 ﹤0.01%
100
586
$8 ﹤0.01%
150
587
$8 ﹤0.01%
+250
588
$8 ﹤0.01%
84
589
$7 ﹤0.01%
400
590
$7 ﹤0.01%
200
591
$7 ﹤0.01%
141
592
$7 ﹤0.01%
100
-150
593
$7 ﹤0.01%
+75
594
$7 ﹤0.01%
100
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$7 ﹤0.01%
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596
$7 ﹤0.01%
100
597
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100
598
$7 ﹤0.01%
350
599
$7 ﹤0.01%
1,200
600
$7 ﹤0.01%
392
+124
22 23
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