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
801
$9.83K ﹤0.01%
750
802
$9.83K ﹤0.01%
+67
803
$9.77K ﹤0.01%
50
804
$9.74K ﹤0.01%
+298
805
$9.74K ﹤0.01%
323
806
$9.67K ﹤0.01%
100
807
$9.64K ﹤0.01%
461
808
$9.63K ﹤0.01%
110
809
$9.61K ﹤0.01%
+116
810
$9.59K ﹤0.01%
+68
811
$9.59K ﹤0.01%
+197
812
$9.59K ﹤0.01%
+226
813
$9.57K ﹤0.01%
+62
814
$9.5K ﹤0.01%
+37
815
$9.49K ﹤0.01%
155
816
$9.49K ﹤0.01%
+90
817
$9.47K ﹤0.01%
109
818
$9.45K ﹤0.01%
+140
819
$9.42K ﹤0.01%
+146
820
$9.39K ﹤0.01%
3,000
+1,500
821
$9.29K ﹤0.01%
+328
822
$9.28K ﹤0.01%
+123
823
$9.25K ﹤0.01%
+337
824
$9.23K ﹤0.01%
+231
825
$9.17K ﹤0.01%
+65
31 32
33
34 35