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
701
$14.5K ﹤0.01%
+41
702
$14.5K ﹤0.01%
428
-65
703
$14.4K ﹤0.01%
+605
704
$14.3K ﹤0.01%
+378
705
$14.2K ﹤0.01%
518
+381
706
$14.2K ﹤0.01%
+297
707
$14.2K ﹤0.01%
+1,384
708
$14.2K ﹤0.01%
+920
709
$14.1K ﹤0.01%
159
+138
710
$14.1K ﹤0.01%
177
+1
711
$14.1K ﹤0.01%
250
-390
712
$14K ﹤0.01%
141
713
$14K ﹤0.01%
100
714
$13.9K ﹤0.01%
+151
715
$13.8K ﹤0.01%
+43
716
$13.8K ﹤0.01%
67
+55
717
$13.8K ﹤0.01%
+103
718
$13.7K ﹤0.01%
+358
719
$13.7K ﹤0.01%
84
720
$13.7K ﹤0.01%
+28
721
$13.7K ﹤0.01%
+126
722
$13.6K ﹤0.01%
459
+1
723
$13.5K ﹤0.01%
+3,203
724
$13.4K ﹤0.01%
101
+75
725
$13.3K ﹤0.01%
370
+250
27 28
29
30 31