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
876
$8.04K ﹤0.01%
127
877
$8.03K ﹤0.01%
+321
878
$7.99K ﹤0.01%
+586
879
$7.97K ﹤0.01%
+35
880
$7.93K ﹤0.01%
158
881
$7.91K ﹤0.01%
200
-2,695
882
$7.88K ﹤0.01%
+46
883
$7.86K ﹤0.01%
+50
884
$7.86K ﹤0.01%
150
885
$7.86K ﹤0.01%
+169
886
$7.85K ﹤0.01%
85
887
$7.84K ﹤0.01%
+565
888
$7.83K ﹤0.01%
704
889
$7.83K ﹤0.01%
+121
890
$7.8K ﹤0.01%
+57
891
$7.77K ﹤0.01%
+536
892
$7.77K ﹤0.01%
+23
893
$7.75K ﹤0.01%
+195
894
$7.72K ﹤0.01%
+269
895
$7.71K ﹤0.01%
300
-156
896
$7.69K ﹤0.01%
+138
897
$7.67K ﹤0.01%
+489
898
$7.67K ﹤0.01%
+1
899
$7.66K ﹤0.01%
96
900
$7.65K ﹤0.01%
+225
34 35
36
37 38