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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
$43.8M
AUM Growth
+$463K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$899K
3
+$850K
4
HTAB icon
Hartford Schroders Tax-Aware Bond ETF
HTAB
+$651K
5
COHR icon
Coherent
COHR
+$562K

Top Sells

1
+$6.17M
2
+$1.06M
3
+$346K
4
ORCL icon
Oracle
ORCL
+$338K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$317K

Sector Composition

1 Technology 20.34%
2 Industrials 10.14%
3 Communication Services 8.5%
4 Healthcare 7.91%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$4 ﹤0.01%
225
652
$4 ﹤0.01%
95
+50
653
$3 ﹤0.01%
38
654
$3 ﹤0.01%
+100
655
$3 ﹤0.01%
28
656
$3 ﹤0.01%
50
-50
657
$3 ﹤0.01%
431
658
$3 ﹤0.01%
25
659
$3 ﹤0.01%
100
660
$3 ﹤0.01%
22
661
$3 ﹤0.01%
58
-141
662
$3 ﹤0.01%
76
663
$3 ﹤0.01%
92
664
$3 ﹤0.01%
422
665
$3 ﹤0.01%
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666
$3 ﹤0.01%
75
667
$3 ﹤0.01%
49
668
$3 ﹤0.01%
100
669
$3 ﹤0.01%
135
+133
670
$3 ﹤0.01%
1,210
671
$3 ﹤0.01%
200
672
$2 ﹤0.01%
+50
673
$2 ﹤0.01%
95
674
$2 ﹤0.01%
+300
675
$2 ﹤0.01%
50
25 26
27
28 29