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
626
$17.6K ﹤0.01%
+1,133
627
$17.5K ﹤0.01%
+245
628
$17.4K ﹤0.01%
614
629
$17.4K ﹤0.01%
+235
630
$17.4K ﹤0.01%
205
631
$17.4K ﹤0.01%
+959
632
$17.3K ﹤0.01%
100
633
$17.1K ﹤0.01%
+162
634
$17.1K ﹤0.01%
+213
635
$17.1K ﹤0.01%
100
636
$17.1K ﹤0.01%
+185
637
$17K ﹤0.01%
+96
638
$17K ﹤0.01%
+593
639
$17K ﹤0.01%
509
640
$17K ﹤0.01%
289
+204
641
$17K ﹤0.01%
227
642
$16.9K ﹤0.01%
+443
643
$16.9K ﹤0.01%
3,000
644
$16.9K ﹤0.01%
66
-153
645
$16.9K ﹤0.01%
+230
646
$16.9K ﹤0.01%
+168
647
$16.8K ﹤0.01%
363
648
$16.8K ﹤0.01%
300
649
$16.7K ﹤0.01%
199
650
$16.7K ﹤0.01%
100
+24