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
601
$19.8K ﹤0.01%
260
602
$19.8K ﹤0.01%
+34
603
$19.7K ﹤0.01%
348
+117
604
$19.4K ﹤0.01%
+499
605
$19.4K ﹤0.01%
226
+1
606
$19.2K ﹤0.01%
+264
607
$19K ﹤0.01%
150
608
$18.9K ﹤0.01%
+119
609
$18.9K ﹤0.01%
97
610
$18.7K ﹤0.01%
+1,420
611
$18.7K ﹤0.01%
+46
612
$18.6K ﹤0.01%
1,865
613
$18.6K ﹤0.01%
83
+65
614
$18.5K ﹤0.01%
+126
615
$18.4K ﹤0.01%
200
616
$18.4K ﹤0.01%
+500
617
$18.3K ﹤0.01%
+391
618
$18.3K ﹤0.01%
260
619
$18.2K ﹤0.01%
556
620
$18.2K ﹤0.01%
245
+87
621
$17.9K ﹤0.01%
+94
622
$17.9K ﹤0.01%
+71
623
$17.7K ﹤0.01%
+139
624
$17.6K ﹤0.01%
+195
625
$17.6K ﹤0.01%
+1,158