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
651
$16.6K ﹤0.01%
+450
652
$16.6K ﹤0.01%
+338
653
$16.6K ﹤0.01%
+101
654
$16.6K ﹤0.01%
+1,340
655
$16.5K ﹤0.01%
98
+84
656
$16.5K ﹤0.01%
+345
657
$16.4K ﹤0.01%
+535
658
$16.4K ﹤0.01%
145
659
$16.3K ﹤0.01%
109
+89
660
$16.3K ﹤0.01%
90
+58
661
$16.3K ﹤0.01%
+30
662
$16.3K ﹤0.01%
350
663
$16K ﹤0.01%
+328
664
$15.9K ﹤0.01%
343
+320
665
$15.9K ﹤0.01%
554
+254
666
$15.8K ﹤0.01%
213
667
$15.8K ﹤0.01%
173
668
$15.7K ﹤0.01%
1,000
669
$15.7K ﹤0.01%
346
+166
670
$15.7K ﹤0.01%
+215
671
$15.7K ﹤0.01%
+76
672
$15.6K ﹤0.01%
+359
673
$15.6K ﹤0.01%
+267
674
$15.6K ﹤0.01%
1,360
-160
675
$15.5K ﹤0.01%
+627