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
726
$13.3K ﹤0.01%
100
727
$13.3K ﹤0.01%
178
728
$13.2K ﹤0.01%
131
+81
729
$13.1K ﹤0.01%
+95
730
$13K ﹤0.01%
402
731
$12.8K ﹤0.01%
293
+202
732
$12.8K ﹤0.01%
+38
733
$12.7K ﹤0.01%
+390
734
$12.7K ﹤0.01%
923
+415
735
$12.6K ﹤0.01%
75
-7
736
$12.5K ﹤0.01%
65
+40
737
$12.5K ﹤0.01%
35
+28
738
$12.4K ﹤0.01%
1,000
-301
739
$12.4K ﹤0.01%
+77
740
$12.4K ﹤0.01%
+292
741
$12.3K ﹤0.01%
+229
742
$12.3K ﹤0.01%
2,000
743
$12.2K ﹤0.01%
1,347
+862
744
$12.2K ﹤0.01%
1,000
745
$12.2K ﹤0.01%
+772
746
$12.2K ﹤0.01%
+179
747
$12.2K ﹤0.01%
+454
748
$12.1K ﹤0.01%
+93
749
$12K ﹤0.01%
248
+148
750
$12K ﹤0.01%
+65
28 29
30
31 32