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
926
$7K ﹤0.01%
+23
927
$6.99K ﹤0.01%
+39
928
$6.99K ﹤0.01%
+1,146
929
$6.98K ﹤0.01%
500
930
$6.97K ﹤0.01%
+80
931
$6.92K ﹤0.01%
+146
932
$6.92K ﹤0.01%
+235
933
$6.9K ﹤0.01%
3,600
934
$6.89K ﹤0.01%
109
935
$6.87K ﹤0.01%
600
936
$6.84K ﹤0.01%
+121
937
$6.83K ﹤0.01%
2,500
+500
938
$6.81K ﹤0.01%
+111
939
$6.8K ﹤0.01%
+286
940
$6.8K ﹤0.01%
419
-403
941
$6.77K ﹤0.01%
+90
942
$6.77K ﹤0.01%
+241
943
$6.76K ﹤0.01%
+38
944
$6.72K ﹤0.01%
+57
945
$6.69K ﹤0.01%
+203
946
$6.63K ﹤0.01%
85
947
$6.57K ﹤0.01%
2,650
948
$6.55K ﹤0.01%
+96
949
$6.54K ﹤0.01%
107
950
$6.53K ﹤0.01%
200
36 37
38
39 40