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
901
$7.64K ﹤0.01%
+55
902
$7.63K ﹤0.01%
104
903
$7.6K ﹤0.01%
715
904
$7.58K ﹤0.01%
+116
905
$7.56K ﹤0.01%
+47
906
$7.48K ﹤0.01%
+46
907
$7.47K ﹤0.01%
+1,697
908
$7.45K ﹤0.01%
+476
909
$7.42K ﹤0.01%
+567
910
$7.39K ﹤0.01%
+340
911
$7.36K ﹤0.01%
302
912
$7.35K ﹤0.01%
+28
913
$7.34K ﹤0.01%
180
914
$7.23K ﹤0.01%
+1,062
915
$7.17K ﹤0.01%
+133
916
$7.16K ﹤0.01%
+30
917
$7.16K ﹤0.01%
59
918
$7.16K ﹤0.01%
+69
919
$7.13K ﹤0.01%
+27
920
$7.12K ﹤0.01%
+228
921
$7.09K ﹤0.01%
+76
922
$7.05K ﹤0.01%
+112
923
$7.03K ﹤0.01%
+40
924
$7.03K ﹤0.01%
+99
925
$7K ﹤0.01%
+85
35 36
37
38 39