We are live on ! Find out more
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
626
$5 ﹤0.01%
43
627
$5 ﹤0.01%
61
628
$5 ﹤0.01%
348
629
$5 ﹤0.01%
70
630
$5 ﹤0.01%
100
631
$5 ﹤0.01%
100
632
$5 ﹤0.01%
225
633
$5 ﹤0.01%
183
634
$5 ﹤0.01%
175
635
$5 ﹤0.01%
650
636
$5 ﹤0.01%
28
637
$5 ﹤0.01%
44
638
$5 ﹤0.01%
400
639
$4 ﹤0.01%
118
640
$4 ﹤0.01%
107
641
$4 ﹤0.01%
950
642
$4 ﹤0.01%
100
643
$4 ﹤0.01%
28
644
$4 ﹤0.01%
30
645
$4 ﹤0.01%
305
646
$4 ﹤0.01%
38
647
$4 ﹤0.01%
28
648
$4 ﹤0.01%
35
649
$4 ﹤0.01%
100
650
$4 ﹤0.01%
+35
24 25
26
27 28