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
951
$6.51K ﹤0.01%
+16
952
$6.5K ﹤0.01%
+73
953
$6.46K ﹤0.01%
1,555
-80
954
$6.43K ﹤0.01%
+21
955
$6.42K ﹤0.01%
99
956
$6.25K ﹤0.01%
+62
957
$6.25K ﹤0.01%
+295
958
$6.24K ﹤0.01%
+680
959
$6.23K ﹤0.01%
+60
960
$6.22K ﹤0.01%
111
961
$6.21K ﹤0.01%
+51
962
$6.21K ﹤0.01%
+285
963
$6.18K ﹤0.01%
+153
964
$6.17K ﹤0.01%
+294
965
$6.13K ﹤0.01%
250
-300
966
$6.08K ﹤0.01%
+66
967
$6.07K ﹤0.01%
804
968
$6.06K ﹤0.01%
225
969
$6.05K ﹤0.01%
+435
970
$6.02K ﹤0.01%
65
971
$6.02K ﹤0.01%
200
972
$5.98K ﹤0.01%
100
973
$5.92K ﹤0.01%
+181
974
$5.9K ﹤0.01%
140
975
$5.88K ﹤0.01%
+655
37 38
39
40 41