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
851
$8.48K ﹤0.01%
+121
852
$8.44K ﹤0.01%
+242
853
$8.42K ﹤0.01%
800
854
$8.41K ﹤0.01%
+27
855
$8.41K ﹤0.01%
+352
856
$8.4K ﹤0.01%
100
857
$8.38K ﹤0.01%
+507
858
$8.38K ﹤0.01%
+51
859
$8.37K ﹤0.01%
350
860
$8.36K ﹤0.01%
+287
861
$8.36K ﹤0.01%
744
862
$8.36K ﹤0.01%
+143
863
$8.35K ﹤0.01%
16
-8
864
$8.34K ﹤0.01%
63
+45
865
$8.33K ﹤0.01%
+215
866
$8.33K ﹤0.01%
+147
867
$8.31K ﹤0.01%
68
+42
868
$8.24K ﹤0.01%
989
869
$8.19K ﹤0.01%
+71
870
$8.15K ﹤0.01%
209
+159
871
$8.13K ﹤0.01%
+179
872
$8.1K ﹤0.01%
+3,404
873
$8.08K ﹤0.01%
+172
874
$8.06K ﹤0.01%
+119
875
$8.04K ﹤0.01%
100
33 34
35
36 37