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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
701
$1 ﹤0.01%
15
702
$1 ﹤0.01%
67
703
$1 ﹤0.01%
+50
704
$1 ﹤0.01%
55
705
$1 ﹤0.01%
+40
706
$1 ﹤0.01%
10
707
$1 ﹤0.01%
62
708
$1 ﹤0.01%
36
709
$1 ﹤0.01%
38
+9
710
$1 ﹤0.01%
100
711
$1 ﹤0.01%
10,000
712
$1 ﹤0.01%
+30
713
$1 ﹤0.01%
28
714
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5
715
$0 ﹤0.01%
7
716
– –
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717
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42
718
– –
0
719
$0 ﹤0.01%
10
720
$0 ﹤0.01%
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721
$0 ﹤0.01%
100
722
– –
-8,819
723
$0 ﹤0.01%
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724
$0 ﹤0.01%
8
725
$0 ﹤0.01%
13
27 28
29
30 31