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
576
$21.6K ﹤0.01%
80
577
$21.5K ﹤0.01%
628
+150
578
$21.5K ﹤0.01%
600
579
$21.4K ﹤0.01%
640
580
$21.2K ﹤0.01%
+114
581
$21.2K ﹤0.01%
+216
582
$21.1K ﹤0.01%
+422
583
$21K ﹤0.01%
+86
584
$21K ﹤0.01%
137
+106
585
$21K ﹤0.01%
300
586
$21K ﹤0.01%
88
587
$21K ﹤0.01%
+371
588
$20.9K ﹤0.01%
+51
589
$20.6K ﹤0.01%
+38
590
$20.6K ﹤0.01%
400
591
$20.5K ﹤0.01%
+112
592
$20.4K ﹤0.01%
1,000
593
$20.3K ﹤0.01%
279
594
$20.3K ﹤0.01%
254
+99
595
$20.2K ﹤0.01%
475
596
$20.2K ﹤0.01%
228
597
$20.1K ﹤0.01%
823
-171
598
$19.9K ﹤0.01%
+1,054
599
$19.8K ﹤0.01%
+232
600
$19.8K ﹤0.01%
+130
22 23
24
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