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
751
$12K ﹤0.01%
60
+50
752
$12K ﹤0.01%
+105
753
$12K ﹤0.01%
126
754
$11.9K ﹤0.01%
226
+150
755
$11.8K ﹤0.01%
162
756
$11.8K ﹤0.01%
245
757
$11.8K ﹤0.01%
+216
758
$11.7K ﹤0.01%
+23
759
$11.7K ﹤0.01%
905
-647
760
$11.6K ﹤0.01%
+818
761
$11.6K ﹤0.01%
+552
762
$11.6K ﹤0.01%
+346
763
$11.5K ﹤0.01%
183
764
$11.5K ﹤0.01%
+970
765
$11.4K ﹤0.01%
400
766
$11.4K ﹤0.01%
4,314
+3,104
767
$11.3K ﹤0.01%
+73
768
$11.2K ﹤0.01%
+35
769
$11.1K ﹤0.01%
+42
770
$11K ﹤0.01%
+500
771
$10.8K ﹤0.01%
+578
772
$10.8K ﹤0.01%
+100
773
$10.8K ﹤0.01%
100
774
$10.7K ﹤0.01%
+309
775
$10.6K ﹤0.01%
+74
29 30
31
32 33