We are live on ! Find out more
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
$41.8M
AUM Growth
-$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.4M
3
+$1.15M
4
MSFT icon
Microsoft
MSFT
+$1.11M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.01M

Top Sells

1
+$789K
2
+$604K
3
+$516K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$505K
5
HTAB icon
Hartford Schroders Tax-Aware Bond ETF
HTAB
+$472K

Sector Composition

1 Technology 24.41%
2 Industrials 10.09%
3 Healthcare 7.09%
4 Consumer Discretionary 6.83%
5 Communication Services 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$3 ﹤0.01%
150
-21,075
702
$3 ﹤0.01%
26
703
$2 ﹤0.01%
100
704
$2 ﹤0.01%
600
705
$2 ﹤0.01%
225
706
$2 ﹤0.01%
100
707
$2 ﹤0.01%
100
708
$2 ﹤0.01%
100
-800
709
$2 ﹤0.01%
92
710
$2 ﹤0.01%
32
711
$2 ﹤0.01%
330
712
$2 ﹤0.01%
135
713
$2 ﹤0.01%
1,210
714
$2 ﹤0.01%
288
715
$2 ﹤0.01%
20
-125
716
$2 ﹤0.01%
38
717
$2 ﹤0.01%
24
718
$2 ﹤0.01%
100
719
$2 ﹤0.01%
46
720
$2 ﹤0.01%
22
721
$1 ﹤0.01%
100
722
$1 ﹤0.01%
100
723
$1 ﹤0.01%
62
724
$1 ﹤0.01%
10,000
725
$1 ﹤0.01%
100
27 28
29
30 31