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
776
$10.5K ﹤0.01%
+82
777
$10.4K ﹤0.01%
100
778
$10.4K ﹤0.01%
+231
779
$10.4K ﹤0.01%
+56
780
$10.3K ﹤0.01%
+100
781
$10.3K ﹤0.01%
+35
782
$10.3K ﹤0.01%
+70
783
$10.3K ﹤0.01%
+164
784
$10.3K ﹤0.01%
+962
785
$10.3K ﹤0.01%
+1,315
786
$10.2K ﹤0.01%
130
787
$10.2K ﹤0.01%
+80
788
$10.2K ﹤0.01%
250
789
$10.1K ﹤0.01%
310
+286
790
$10.1K ﹤0.01%
+77
791
$10.1K ﹤0.01%
+85
792
$10K ﹤0.01%
20
+13
793
$10K ﹤0.01%
18
+12
794
$10K ﹤0.01%
454
-97
795
$9.97K ﹤0.01%
279
796
$9.93K ﹤0.01%
200
797
$9.92K ﹤0.01%
+99
798
$9.91K ﹤0.01%
+91
799
$9.91K ﹤0.01%
+84
800
$9.86K ﹤0.01%
1,020
30 31
32
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