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
826
$9.14K ﹤0.01%
13
827
$9.12K ﹤0.01%
180
828
$9.1K ﹤0.01%
430
829
$9.04K ﹤0.01%
180
830
$9.03K ﹤0.01%
+126
831
$9K ﹤0.01%
43
-1
832
$8.9K ﹤0.01%
214
833
$8.89K ﹤0.01%
+90
834
$8.88K ﹤0.01%
25
+14
835
$8.87K ﹤0.01%
+53
836
$8.87K ﹤0.01%
+921
837
$8.86K ﹤0.01%
+83
838
$8.83K ﹤0.01%
+63
839
$8.79K ﹤0.01%
+444
840
$8.78K ﹤0.01%
100
841
$8.77K ﹤0.01%
+31
842
$8.77K ﹤0.01%
+180
843
$8.73K ﹤0.01%
+127
844
$8.68K ﹤0.01%
+158
845
$8.64K ﹤0.01%
+88
846
$8.63K ﹤0.01%
+466
847
$8.56K ﹤0.01%
100
848
$8.55K ﹤0.01%
+151
849
$8.55K ﹤0.01%
+227
850
$8.52K ﹤0.01%
+42
32 33
34
35 36