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
726
$1 ﹤0.01%
400
727
$1 ﹤0.01%
269
728
$1 ﹤0.01%
24
729
$1 ﹤0.01%
100
730
$1 ﹤0.01%
50
731
$1 ﹤0.01%
300
732
$1 ﹤0.01%
600
733
$1 ﹤0.01%
225
734
$1 ﹤0.01%
26
-26
735
$1 ﹤0.01%
517
736
$1 ﹤0.01%
24
737
$1 ﹤0.01%
41
738
$1 ﹤0.01%
36
739
$1 ﹤0.01%
66
740
$1 ﹤0.01%
36
741
$1 ﹤0.01%
68
742
$1 ﹤0.01%
40
743
– –
0
744
$0 ﹤0.01%
+38
745
– –
-100
746
$0 ﹤0.01%
28
747
$0 ﹤0.01%
50
-300
748
$0 ﹤0.01%
9
749
$0 ﹤0.01%
55
750
$0 ﹤0.01%
8
28 29
30
31 32