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
676
$15.5K ﹤0.01%
450
677
$15.5K ﹤0.01%
787
678
$15.5K ﹤0.01%
+48
679
$15.4K ﹤0.01%
+50
680
$15.4K ﹤0.01%
256
681
$15.4K ﹤0.01%
+458
682
$15.3K ﹤0.01%
300
683
$15.2K ﹤0.01%
288
+118
684
$15.2K ﹤0.01%
+145
685
$15.1K ﹤0.01%
+2,080
686
$15.1K ﹤0.01%
1,020
687
$15.1K ﹤0.01%
+404
688
$15.1K ﹤0.01%
253
+128
689
$15.1K ﹤0.01%
100
690
$15K ﹤0.01%
+48
691
$14.9K ﹤0.01%
549
692
$14.9K ﹤0.01%
550
693
$14.9K ﹤0.01%
+202
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$14.9K ﹤0.01%
641
695
$14.8K ﹤0.01%
88
696
$14.8K ﹤0.01%
+163
697
$14.8K ﹤0.01%
+271
698
$14.7K ﹤0.01%
+180
699
$14.7K ﹤0.01%
346
700
$14.7K ﹤0.01%
1,200